Book Review: Smart(er) Investing by Elisabetta and Tommi

By |February 4th, 2020|Research Insights, Women in Finance Know Stuff, Basilico and Johnsen, Academic Research Insight, Book Reviews, Other Insights|

It's not often I get the opportunity to write a book review for our fellow teammates and the best authors on our website -- Elisabetta Basilico and Tommi Johnsen! If you haven't read Elisabetta and [...]

Book Review: Your Complete Guide to a Successful and Secure Retirement

By |March 28th, 2019|Research Insights, Book Reviews, Other Insights|

If you are looking for an applied framework for tackling the topic of financial planning, you should read Your Complete Guide to a Successful and Secure Retirement, by Larry Swedroe and Kevin Grogan. This book [...]

Reproducible Finance with R: Code Flows and Shiny Apps for Portfolio Analysis

By |March 12th, 2019|Book Reviews|

R is a programming language that owes it's lineage to S, a language designed in it's own developers words, "to turn ideas into software,  quickly and faithfully."Chambers, John M (1998). Programming with Data: A Guide [...]

Book Review: Thinking in Bets: Making Smarter Decisions When You Don’t Have All the Facts

By |February 9th, 2018|Book Reviews|

Behavioral psychology is going mainstream in American culture, from Michael Lewis’s “Moneyball,” to recent Nobel prizes won by behavioral economics giants Daniel Kahneman and Richard Thaler. While there has been a spate of recent books [...]

Book Review — Market Timing with Moving Averages

By |December 20th, 2017|Research Insights, Trend Following, Trend-Following Course, Book Reviews|

Trend-following is something I've struggled with for years -- always felt like voodoo magic and data-mining. That said, I finally came around to appreciating the practice after a ton of research replication efforts, independent research. [...]

Berkin and Swedroe’s Factor Investing Book

By |February 1st, 2017|Research Insights, Factor Investing, Book Reviews|

Well, I was midway through a formal book review on Larry and Andrew's new book, "Your Complete Guide to Factor-Based Investing," when I noticed that the team over at GestaltU already wrote the review I [...]

Book Review — Loaded: Money, Psychology, and How to Get Ahead…

By |January 16th, 2017|Book Reviews, Behavioral Finance|

A few months ago I had the pleasure of hearing Sarah Newcomb speak at a recent Morningstar ETF conference. She was extraordinary. Although I only caught the last 20 minutes of her talk, she had [...]

Book Review — Common Stocks and Common Sense

By |October 26th, 2016|Book Reviews, Value Investing Research|

Investing can perhaps be best learned through a combination of applied practice and continuous study. While there is no substitute for real-world experience and the valuable lessons learned from making and losing money, reflecting on [...]

Quantitative Momentum: A Guide to Momentum-Based Stock Selection

By |October 5th, 2016|Book Reviews, Business Updates, Momentum Investing Research|

The long wait is over. Our newest book--Quantitative Momentum--is finally here. After 2 years of research review, results replication, reverse engineering, internal idea generation, writing, editing, and final publication, we have a final product. We think [...]

Digging Deeper into Adaptive Asset Allocation

By |June 20th, 2016|Interviews, Book Reviews, Tactical Asset Allocation Research|

In some ways, investing is simple. After all, we all want the same things. High returns. Low volatility. Small max drawdowns. Unfortunately, it's very difficult--if not impossible--to have your cake and eat it too. There [...]

Fascinating insights from ETF industry veteran Eric Balchunas

By |June 15th, 2016|Interviews, Book Reviews|

In the world of ETFs, while there are many people who claim a deep understanding of ETFs, there are few who actually possess it. Eric Balchunas is an exception. Source: Eric has a [...]

Book Review — Family, Inc.: Using Business Principles to Maximize Your Family’s Wealth

By |June 3rd, 2016|Book Reviews|

For many people, navigating the road to long-term family wealth creation can be a challenging process. This is because families, especially young ones, may be thinking more about minivans and mortgages than about asset allocation [...]

Book Review — Entrepreneurs in the Midst: Stories from Founders, Creators, and Builders

By |May 23rd, 2016|Book Reviews|

When considering the prospects for an early-stage business, it’s hard to know the right ingredients for success. You might assess the firm's business model, and value proposition. You might look for diverse traits in the [...]

Book Review — The Drunkard’s Walk: How Randomness Rules Our Lives

By |May 10th, 2016|Research Insights, Book Reviews, Behavioral Finance|

Although randomness is all around us, we often fail to recognize the profound role it plays in our lives. Evolutionary biology and faulty intuition lead us to make mistakes that can radically distort our perception of [...]

Book Review: America’s Bank: The Epic Struggle to Create the Federal Reserve

By |February 29th, 2016|Book Reviews|

The Federal Reserve is in the news a lot these days, but despite its prominence and importance to the world economy, not many people know about how it got its start just over 100 years [...]

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