Investments are like a bar of soap: the more you handle them, the less you have.

Larry Swedroe, Chief Research Officer, 5/2/2019 There’s a cliché that money can’t buy happiness. Is that true? Thanks to research from Nobel Prize-winning economist Daniel Kahneman and Angus Deaton, authors of the 2010 study “High Income Improves Evaluation of Life But Not Emotional Well-Being,” we can answer the question: It does—to a point. Kahneman and […]

Larry Swedroe, Chief Research Officer, 5/13/2019 A vast body of research provides powerful evidence of the failure of active management to generate persistent alpha (risk-adjusted outperformance). For example, since 2002, S&P Dow Jones Indices has published its S&P Indices Versus Active (SPIVA) Scorecard, which compares the performance of actively managed equity mutual funds to their appropriate index […]

Since 2002, S&P Dow Jones Indices has published its S&P Indices Versus Active (SPIVA) Scorecard, which compares the performance of actively managed equity mutual funds to their appropriate index benchmarks. Most Recent Data The 2018 report includes 15 years of data. Following are some of its highlights: In 2018, 69% of all domestic funds underperformed the S&P […]

by Tim Maurer, Director of Advisor Development at the BAM Alliance, 11/27/2018 The giving season is underway, with the holidays and year-end bearing down on us. So how can we transform one of the more stressful, and sometimes guilt-ridden, elements of the season into something more life-giving? Whether you’re giving to a family member, a […]

We wanted to share with you that Tim Delaney’s comments have been shared as part of an article in the North Bay Biz Magazine on retirement planning! Now, they stuck his picture way down on the last page, but if you take the time to read the article (and of course we think you should), […]

By Jared Kizer, Chief Investment Officer, 9/7/2018 Emerging market equities have substantially underperformed the S&P 500 Index in 2018, with the S&P 500 up 6.5 percent and emerging markets down 4.4 percent through July. As I detailed in a recent post on international developed market equities, remaining committed to a globally diversified portfolio can be challenging during […]

It’s been a whirlwind few years at JDH. Three new members joined our team. We moved in a massive way from being a paper-based firm to a digital firm. We’re even introducing online client portals this fall. How did we choose the new logo? We launched into a series of firm meetings to discuss: what […]

by Larry Swedroe, Director of Research, 6/14/2018 It’s a great tragedy that despite its obvious importance to everyone, our educational system almost totally ignores the field of finance and investments. This is true unless you go to an undergraduate business school or pursue an MBA in finance. Eighteenth-century English poet Thomas Gray wrote, “Where ignorance is […]

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