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Passive Beats Active Management

Writing for the London Business School Review, Professor Steven Schaefer weighs in on active vs. passive investment management.  To analyze the topic, he highlights his 2017 conversation with Nobel Prize winner Professor Eugene Fama, which took place at the London Business School’s 3rd Annual Insight Summit Conference.

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Hearts, Minds and Money: Maximizing Charitable Giving

Why do people give to charity?  How do people choose which charities to support? Knowledge@Wharton recently interviewed Wharton Professor Deborah Small regarding her current research on charitable giving.

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How To Avoid A Shark Attack

What does a shark attack look like for an investor?  How can one safely navigate through rough seas to obtain financial goals?  Are sharks circling now? Jeffrey Kleintop, CFA, Senior Vice President, Chief Global Investment Strategist for Charles Schwab recently addressed this topic for Schwab’s Market Commentary. 

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Money Habits Are Set by Age 7. Teach Your Kids the Value of a Dollar Now

Author and finance commentator Beth Kobliner recently teamed up with Making Sense on the PBS NewsHour to look at financial habits and the importance of financial literacy.  According to Kobliner, parents should make conversations about money part of everyday dialogue from as early as age 3.

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How to Invest With a Conscience (and Still Make Money)

Impact investing is an often-discussed topic for many investors.  Writing for the New York Times, Paul Sullivan shares the wisdom of those individuals and organizations who are shaping the future of social investing.

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3 Investing Mistakes to Avoid

The recent turbulence in the markets can put an investor on edge.  How should one navigate choppy waters? Ben Johnson, CFA offers his advice in this recent article published by Morningstar.com

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How Richard Thaler’s ‘Simple Insights’ Led to a Nobel Prize

The 2017 Nobel Prize in Economics was awarded to Professor Richard Thaler for his work in behavioral economics. Following this award, Knowledge@Wharton interviewed Wharton Professor and behavioral economist Katherine Milkman to better understand the impact of Thaler’s work.

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Helping Women Over 50 Face Their Financial Fears

This recent article written by Abby Ellin for the New York Times looks at resources available to help women manage their resources and plan for the future. The article highlights seminars and lectures that guide women in advocating for their financial health and their family’s affairs.

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What Is the Future of Impact Investing?

The popularity of impact investing is on the rise. Impact investing is a strategy that allows one to invest in products that combine the goal of financial gain with positive social impact. To better understand this investment method, Kellogg Insight recently interviewed David Chen, chairman of Equilibrium Capital Group and adjunct professor of finance and program director of impact investing at the Kellogg School at Northwestern University and Amit Bouri, CEO of the Global Impact Investing Network.

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What Lin-Manuel Miranda Wishes He Had Known About Money in His 20s

Debt need not always have a negative connotation. In fact, to cultivate a healthy credit score, one must show the ability to handle debt.  Rather than fall into the trap of acquiring too much debt, many millennials shy away from credit cards and other debt instruments. Broadway star Lin-Manuel Miranda recounts his relationship with debt in this article published in the Washington Post.  Debt is not an enemy. As Alexander Hamilton once said, “A national debt, if it is not excessive, will be to us a national blessing.”

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