1042 Qualified Replacement Property: An Overview of ESOP Rollover Strategies
Executive Summary Employee Stock Ownership Plans (“ESOP”) offer a variety of liquidity, tax and operating benefits to business owners who are contemplating a sale or [...]
DIY Asset Allocation Weights: December 2016
Do-It-Yourself tactical asset allocation weights are posted. Create a free account here if you want to access the site directly. Sign in here if you already have a [...]
DIY Asset Allocation Weights: November 2016
Do-It-Yourself tactical asset allocation weights are posted. Create a free account here if you want to access the site directly. Sign in here if you already have a [...]
DIY Asset Allocation Weights: October 2016
Do-It-Yourself tactical asset allocation weights are posted. Create a free account here if you want to access the site directly. Sign in here if you already have a [...]
DIY Asset Allocation Weights: September 2016
Do-It-Yourself tactical asset allocation weights are posted. Create a free account here if you want to access the site directly. Sign in here if you already have a [...]
Alpha Architect 2 for 1 book deal — cheap summer reading!
Readers: We know a lot of you are out on vacation in August and probably having the time of your life (eg., see below). But [...]
DIY Asset Allocation Weights: August 2016
Do-It-Yourself tactical asset allocation weights are posted. Create a free account here if you want to access the site directly. Sign in here if you already have a [...]
DIY Asset Allocation Weights: July 2016
Do-It-Yourself tactical asset allocation weights are posted. Create a free account here if you want to access the site directly. Sign in here if you already have a [...]
Can You Spot the Closet-Indexer? Introducing Visual Active Share
Readers, We're working on some internal tools to help investors make more informed decisions. The primary challenge that investors face is understanding what they are [...]
DIY ASSET ALLOCATION WEIGHTS: June 2016
Do-It-Yourself tactical asset allocation weights are posted. Create a free account here if you want to access the site directly. Sign in here if you already have a [...]
DIY Asset Allocation Weights: May 2016
Do-It-Yourself tactical asset allocation weights are posted. Create a free account here if you want to access the site directly. Sign in here if you already have a [...]
Our summertime introductory finance education course
Well, it's my birthday today, so I'm getting older, but I'm in high spirits because younger people are so excited to learn new things. Over [...]
Smart Beta Analysis: Know What You Own
In collaboration with Pete Hecht (a fellow Chicago finance PhD and friend), we published an article with the CFA Institute today. https://blogs.cfainstitute.org/investor/2016/03/30/wheres-the-beef-is-your-low-fee-smart-beta-product-ripping-you-off/ The toolkit for assessing smart [...]
DIY Asset Allocation Weights: November 2015
Do-It-Yourself tactical asset allocation weights are posted. Create a free account here if you want to access the site directly. Sign in here if you already have a [...]
DIY Asset Allocation Weights: October 2015
Do-It-Yourself tactical asset allocation weights are posted. Create a free account here if you want to access the site directly. Sign in here if you already have a [...]
How to Use Factor Funds in a Diversified Portfolio
Active management has been out of favor for a while--high fees, high tax burdens, and poor long-term performance. But with the slow rise of actively [...]
Factor Models Can Only Tell You So Much
Factor analysis has taken the professional consultant world by storm and we are slowly seeing this analysis being used more and more by sophisticated retail investors [...]
DIY Asset Allocation Weights: September 2015
Do-It-Yourself tactical asset allocation weights are posted. Create a free account here if you want to access the site directly. Sign in here if you already have a [...]
Our Free Tools Are Updated: Do-It-Yourself Investors Unite
Readers: We've updated the technology behind our free tools for financial professionals. Unfortunately, this took a long time, but now that we've developed the framework, we'll [...]
Basic Factor Analysis: Simple Tools to Understand What Drives Performance
Investors should know what they are buying and why they are buying it. Unfortunately, more often than not, investment products are jammed down the throats [...]