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The Chart Room

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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Bloomberg Update on the Fiduciary Rule

As defined by Investopedia.com, the Fiduciary Rule states that financial advisors must act in the best interest of their clients and put the interests of their clients ahead of their own.  This rule, issued in 2016 by the Department of Labor, has come under review.  Bloomberg’s recent article on the topic written by Katherine Chiglinsky outlines the history, importance and current state of the Fiduciary Rule.

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Some Women Attain an Enviable Status: 401(k) Millionaire

Writing for the New York Times, Tara Siegel Bernard looks at the rise of women 401k millionaires. The articles looks at recent trends that explain the success of more women reaching this financial goal.

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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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You’ll Probably Live to Be 100. Here’s How You Need to Prepare For It

On average, we are living longer, healthier lives. Can our financial resources keep pace? Peter Vanham of the World Economic Forum reviews a recent study into this topic published by Lynda Gratton and Andrew Scott of the London Business School.

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Do Your Investments Actually Help You Reach Your Goals?

Certified Financial Planner, Carl Richards, contributes a weekly blog to the New York Times. Famous for his napkin drawings, he provides insight into the field of behavioral finance. Recently, he looked at the importance of matching investment strategy to personal goals.

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Zen and the Art of 401(k) Maintenance

How often should you look at your retirement account statements? Writing for the New York Times, Ron Lieber investigates this and other behavioral finance questions by analyzing a 2014 Fidelity study on the topic.

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Patience Is the Secret to Wealth and Health, Economists Suggest in a New Study

According to Adam Creighton of the Wall Street Journal, patience may be the key to staying healthy, wealthy and wise.

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When Not Paying Attention Pays Off

Writing for the New York Times, John List examines healthy habits of long-term investors. If you have a long investing horizon, your best strategy may not be to over-analyze those monthly statements.

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How Much of Your Nest Egg to Put Into Stocks? All of It

Writing for the New York Times, David Levine looks at the logistics of a portfolio invested 100% in stocks.

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