Index Investor Corner

Swedroe: Consumption’s Impact On Returns

Recent research supports the theory that excess returns are inversely impacted by cyclical consumption.

Index Investor Corner

Swedroe: 4 Horsemen Of Your Portfolio

Things to consider to stave off your personal financial apocalypse.

Index Investor Corner

Swedroe: Seeing Valuations Clearly

Valuations are high, but some mitigating factors may change your perspective.

Index Investor Corner

Swedroe: Factors Linked To Business Cycles

How the Fama-French factors perform in various stages of recession and recovery. 

Index Investor Corner

Swedroe: Active Bond Funds No Better

Just like actively managed equity funds, active fixed-income funds underperform the market.

Index Investor Corner

Schwab Vs. Simplicity Debate Rages On

Comparing a Schwab Robo Intelligent Portfolio with a simple second-grader portfolio highlights the importance of asset allocation decisions. 

Index Investor Corner

Swedroe: Size Premium Persists

Some may have wondered if the size premium had dwindled away, but evidence shows it’s still quite real.

Index Investor Corner

Swedroe: Rising Rates Increase Worries

Alternative investments may offer a solution.