• 781-740-1199

Skip to Content

The Chart Room

Investing in FAANG Stocks: Should You Expect Unexpected Returns?

Writing for Dimensional Fund Advisors, Professor Kenneth French explains expected vs the unexpected returns and why these terms are important for investors.

Read the Article

 

Why the ‘Rothification’ of 401(k)s Would Hurt Retirees

Writing for Knowledge@Wharton, Professor Olivia Mitchell,Wharton Professor of business economics and public policy, looks at a new proposal circulating in Washington for the taxation of 401k plans.  The idea being explored looks at using after-tax dollars for contributions, much like a Roth, rather than allowing the current structure where contributions are made with pre-tax dollars.  Is this a good idea?  Professor Mitchell explores this topic.

Read the Article

Most Arguments Against Index Investing Aren’t Compelling

Writing for Morningstar.com, Alex Bryan, CFA looks at the benefits of index investing.

Read the Article

Why the Economy Might Not Sway 2020 Voters

2020 is just around the corner and American voters will head to the polls to elect the next President.  Does the performance of the U.S. economy factor into a voter’s decision making process?  Writing for the New York Times, Ben Casselman and Jim Tankersley explore this topic.

Read the Article

 

Creating A Sustainable Economy

Will nations collaborate to stave off climate change and create a sustainable economy?  That is the topic of discussion at the 2019 Climate Change Summit held recently at UN headquarters in New York.  It is also a topic lately examined by Dr. Julie Gorte, Senior Vice President of Sustainable Investing at Pax World Funds.

Read the Article: The Business Case for Sustainability

Read the Article: The Transition to a Sustainable Economy

Meet Teen Climate Activist Greta Thunberg

In this video, CNN journalist Bill Weir speaks with environmental activist Greta Thunberg. The interview sheds light on Greta’s background and her valiant work to help address the very real threat of climate change.

Watch the Interview

The Groucho Marx Theory of Efficient Markets

The Efficient Market Hypothesis was developed by Nobel Prize winner Professor Eugene Fama in the 1970s.  This recent article published in Kellogg Insight by Professor Mitchell Petersen of the Kellogg School of Management looks closely at the mechanics of Efficient Markets.

Read the Article

Are Investors Chronically Pessimistic?

Is the glass half-full or half-empty?  Behavioral finance is always an interesting topic to explore. Academics and industry professionals alike analyze market trends and investor habits to better understand individual behaviors.  Writing for the Chicago Booth Review, Dwyer Gunn considers recent works published by Professor Klaus Adam (Oxford), Senior Economist Dmitry Mateev (Bank of Canada) and Professor Stefan Nagel (University of Chicago) on the topic.

Read the Article

The Top Money Lessons You Learn Watching Game of Thrones

GoT fans….this one is for you…. (By Michelle Lambright Black for MoneyWise).

Read the Article

You Can Use Jack Bogle’s Investing Strategy, Keep a Socially Responsible Focus

If a focus on ESG investing is of interest to you, this recent article written by Lorie Konish for CNBC.com might be worth a read.  In the article, she compares current ESG investment options and how they align with the investment approach put forward by Jack Bogle.

Read the Article