A decline in stock prices during a bout of market volatility often elicits the comment that “this is a buying opportunity because markets always bounce back”. From a historical perspective,
On the 40th anniversary[1] of the launch of the First Index Investment Trust (now the Vanguard 500 Index Fund), it is interesting to note how the original premise of index
A recent study conducted by Dimensional Fund Advisors assessed the performance of actively managed mutual funds by comparing fund performance to the performance predicted by the Fama/French five factor model.
A well-written recent New York Times article seeks to elucidate the causes of investor (mis)behavior through recent research into behavioral finance. In the article, the author, Gary Belsky, details five
A recent New York Times article titled “How Much of Your Nest Egg to Put Into Stocks? All of It” makes an unusual argument that investors should invest all or
In a follow up to an S&P Dow Jones Indices Study from the summer 2014 “Does Past Performance Matter? The Persistence Scorecard”, a New York Times article takes a look
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