Index Investor Corner

Swedroe: Managing Risk With Factors

Factor diversification can help lower downside risk.

Index Investor Corner

Swedroe: Value Needs Cash To Excel

Value performs better when there’s also exposure to the cash factor.

Index Investor Corner

Swedroe: Active Won’t Save Your Retirement

A low-return environment doesn’t mean investors should switch to active management to meet their financial goals.

Index Investor Corner

Swedroe: Past Performance Deceives

Latest research confirms what has long been known.

Index Investor Corner

Swedroe: Zombie Advice Won’t Die

‘Sell in May’ strategy has no rational backing and doesn’t work all that well, but it gets resurrected every year.

Index Investor Corner

Swedroe: Time-Series Momentum Persists

New out-of-sample evidence backs up existing research.

Index Investor Corner

Swedroe: Sin’s Great For Returns

And virtue has its costs when it comes to investing.

Index Investor Corner

Swedroe: When Popularity Kills

An anomaly’s persistence can often falter in the face of widespread exploitation.