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Investments
“Passive” Investing Is a Myth. Here’s Why.
Make no mistake that I'm a proponent of index investing, buying broadly diversified funds that hold a basket of investments, preferably at a low cost. I've even probably used the term “passive” cavalierly in other posts on this website.…
The 10 Greatest US Investors and the Virtues That Made Them
“There can be few fields of human endeavor in which history counts for so little as in the…
The 3 Best Floating Rate Bond ETFs for 2023
Floating rate bonds adjust quickly to interest rate changes. Here we'll check out the best floating rate ETFs for 2023.Disclosure: Some of the links on this page are referral links. At no additional cost to you, if you choose to make a…
ChatGPT and Generative AI: What They Mean for Investment Professionals
For more on artificial intelligence (AI) applications in investment management, read The…
No, There’s Not an “Index Fund Bubble.” Here’s Why.
The term index fund bubble has been thrown around frighteningly often in recent years. In this post I'll explain why there's not one and why the primary fundamental argument itself doesn't make much logical sense.Disclosure: Some of the…
Regret and Optimal Portfolio Allocations
How is risk defined in portfolio optimization objective functions? Usually with a volatility…
How Much You Should Save by Age 20, 30, 40, 50, and 60
While there's no one-size-fits-all approach for how much one should save by age, here's a general framework to aim for as you progress on your financial journey to retirement.Disclosure: Some of the links on this page are referral…
Do ESG Funds Have Higher ESG Scores?
What do investors look for when they buy environmental, social, and governance (ESG) equity…
Factor Performance: Will the Comeback Persist?
Factors are the primary market drivers of asset-class returns. In the equity realm, only a…
The Active Management Delusion: Respect the Wisdom of the Crowd
“My basic point here is that neither the Financial Analysts as a whole nor the investment…