Index Investor Corner

Swedroe: Explaining Momentum Factors

Momentum-focused strategies make sense when you separate upside and downside risks, Swedroe says.

Index Investor Corner

Swedroe: Improving On Fama-French

First there was the Fama-French three-factor model, then four factors. How about a fifth?

Index Investor Corner

Ferri: Total-Market Investors Not Dumb

If you can't catch the really big fish, why not cast as wide a net as possible, Rick Ferri asks investors.

Index Investor Corner

Swedroe: Dividend Streams & Returns

In an era when fewer firms pay dividends, what do payouts tell us about returns?

Index Investor Corner

Bernstein: Bozos Make Smart Beta Work

Factor-focused investing will always work because of the mistakes so many investors inevitably make, Bill Bernstein says.

Index Investor Corner

Swedroe: The Perils Of The Carry Trade

The so-called carry trade does have its allure, but its risks may be underappreciated, Swedroe argues.

Index Investor Corner

Swedroe: Unpacking Buffett’s Genius

A close look at Buffett is to understand factor-focused investing, Swedroe says.

Index Investor Corner

Swedroe: Madness And Dividends

Careful thinking about dividends would lead investors to think of them quite differently.