How to Crush the CFPⓇ Exam ????: Part 2
By Jess Bost|October 6th, 2023|Women in Finance Know Stuff, Guest Posts, Other Insights, Investor Education|
As discussed in Part 1 of this blog series, the Certified Financial Planner (CFPⓇ) exam can be a stressful and intimidating experience. With eight areas of content to cover – both as siloed financial knowledge and also as an integrated approach to building a comprehensive financial plan – it's important to be organized and intentional in your study efforts.
International Value Stocks Offering “More Bang for the Buck”
By Larry Swedroe|October 5th, 2023|Research Insights, Larry Swedroe, Guest Posts, Other Insights, Value Investing Research|
Over the very long term, while value stocks have been less profitable and have had slower growth in earnings than growth stocks, they have provided higher returns.
DIY Trend-Following Allocations: October 2023
By Ryan Kirlin|October 2nd, 2023|Index Updates, Research Insights, Tool Updates, Tactical Asset Allocation Research|
Do-It-Yourself trend-following asset allocation weights for the Robust Asset Allocation Index are posted.
The democratization of investing and the evolution of ETFs
By Tommi Johnsen, PhD|October 2nd, 2023|Research Insights, Basilico and Johnsen, Academic Research Insight, ETF Investing|
The implications of the competitive landscape for ETFs are mixed. On one hand, they have truly democratized investing. Investors now have access to the benefits of financial markets in one instrument that provides diversification at very low fees. Recently advertised fees on broad-based bond funds have fallen to 3bps. On the other hand, ETF providers have been able to satisfy investor demand for increasingly specialized products even though the evidence suggests they underperform. Are investors becoming worse off due to the effectiveness of the marketing strategies by providers of specialized ETFs?
ESG Preferences Negatively Affecting Market Efficiency
By Larry Swedroe|September 29th, 2023|ESG, Larry Swedroe, Research Insights, Guest Posts, Other Insights|
While ESG investors can express their values through their investments, they should expect lower returns from their portfolios—though they also will be taking less investment risk.
Geographic Investing and Company Operations
By Elisabetta Basilico, PhD, CFA|September 25th, 2023|Empirical Methods, Research Insights, Basilico and Johnsen, Academic Research Insight, Tactical Asset Allocation Research|
The article explores the limitations of traditional country-level stock market indexes that are constructed based on the domicile of issuing firms.
The Research and Development Factor
By Larry Swedroe|September 22nd, 2023|Intangibles, Larry Swedroe, Factor Investing, Research Insights, Guest Posts|
The higher returns to high R&D stocks represent compensation for heightened systematic risk not captured in standard asset pricing models.
A New Wolf in Town? Pump-and-Dump Manipulation in Cryptocurrency Markets
By Tommi Johnsen, PhD|September 17th, 2023|Crypto, Research Insights, Basilico and Johnsen, Academic Research Insight, Behavioral Finance|
Cryptocurrency and the various forms of infrastructure are currently in a stage of rapid innovation. If the manipulation embedded in PADs is widespread then the confidence in and integrity of the crypto market will suffer.
March for the Fallen 2023: Detailed Logistics Outline and What to Expect
By Wesley Gray, PhD|September 15th, 2023|Training Section, MFTF Training Series|
This is going to be an incredible experience and I’m looking forward to hearing a ton of stories over our 28 miles. Sometime during the weekend please find me and introduce yourself. I’m looking forward to meeting everyone.
The Role of ESG in Equity Returns Across Private, Primary, and Secondary Markets
By Larry Swedroe|September 15th, 2023|ESG, Research Insights, Larry Swedroe, Other Insights|
The continued popularity of sustainable strategies could create sufficient cash flows to offset the risk premium in the lower-scoring stocks, at least until an equilibrium is reached.