Category: United States

Stocks are a good wager over the long term, on favorable odds. But stocks remain a bet, and investors must grasp how much returns can vary over long time horizons.

No doubt the past year has been difficult for equity income investors. But history, inherent biases, mean reversion, and the current market backdrop point to a comeback.

This engaging book is simultaneously memorable and humorous. The numerous sports analogies will have you smiling as you absorb Larry Swedroe’s unforgettable investment precepts.

A simple analysis shows that Robert Shiller’s cyclically adjusted price-to-earnings ratio changed in the 1990s and that mean-reversion concerns may be misplaced. If CAPE changed three decades ago, however, there is nothing preventing it from doing so again.

Once known as secure and profitable investments, utilities are now viewed as enterprises fraught with financial risks. Investors should favor utilities that employ AI and other digital strategies to minimize damage from natural disasters.

As a stock falls in value, it becomes more sensitive to market movements and its total volatility increases.

Regret risk is a quantifiable phenomenon. The answer for some clients may be equally weighted portfolios.

Defined contribution plan sponsors need to take a disciplined approach to investment menu construction.

Daniel Kahneman shared four simple strategies for better decision making in finance and in life.

Retail investors may achieve more stable and diversified portfolios with allocations to private markets.