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Buckingham Strategic Wealth
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Building Relationships by Doing the Right Thing
Building Relationships by Doing the Right Thing

47 followers
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What does it take to successfully weather bear markets, or times when sound investment strategies deliver poor results? Larry Swedroe offers his seven keys to remaining a patient and disciplined investor over the long haul.

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Since the global financial crisis, the S&P 500 has posted truly astounding returns. Jared Kizer explores why such performance may not repeat for many decades to come, as well as what investors can expect from U.S. large-cap stocks going forward.

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Research shows a mutual fund manager's good (or bad) experience with a stock can bias the decision to repurchase it. That, Larry Swedroe writes, is another reason to favor passive vehicles not subject to such potentially harmful trading behavior.

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In a brief tour of his wide-ranging library, Tim Maurer walks through his short-list of favorite personal finance books. His must-read titles tackle topics from behavioral economics to life planning, and may even help change the way you look at money.

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Families sometimes struggle with reasonable, open and constructive dialogue around a range of wealth and life planning matters. To help, Buckingham's Jeff Johnson offers some strategies for planning your family's next important conversation about money.

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Larry Swedroe unpacks a review of SPIVA persistence scorecard data that indicates, over time, it's been increasingly difficult for active equity funds to stay at the top.

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In an open letter to his children, Buckingham's Tad Gray shares some important financial lessons for young professionals just starting their careers. In particular, he writes, the right mindset is a crucial tool for developing good money habits.

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A recent study only reinforces the important link between mutual fund costs and performance. However, as Larry Swedroe explains, its results happen to offer plenty of good news for investors on both sides of the active versus passive debate.

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In a follow-up to his overview of the asset location decision, Kevin Grogan takes a more comprehensive look at how a security’s expected return and risk characteristics can change based on the tax treatment of the savings vehicle in which it's held.

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Once you've chosen the mix of assets appropriate for you, the next step involves determining which type of investment account will hold them. Kevin Grogan breaks down the asset location decision and how it can help maximize after-tax returns.
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