Advanced Investing

Today on the show we are joined by Dr. Moira Somers, author of the book Advice That Sticks and expert on neuroscience, advising and leadership. […]

If you’re a fan of my Common Sense Investing channel, odds are you’re already on board with the idea that index investing makes a lot of sense, while trying to pick individual stocks or invest in actively managed funds is best avoided like a plague on your wealth.

Have you ever received hate mail or negative comments on your social media posts? We’re here to tell you you’re not alone. On today’s show […]

On the show today we welcome Dave Butler, who is now the co-CEO of Dimensional Fund Advisors. We have a great conversation about a wide […]

Welcome to this episode of the Rational Reminder Podcast! We’ve decided to tweak the format of the show slightly, so you can look forward to […]

Buffett is a wealth of wisdom, knowledge, and experience. He has truly been one of the greatest investors in modern history. These are facts that cannot be disputed. However, for me, even his clearly stellar track record doesn’t justify trying to pick stocks over the long run.

This is Episode 40 of the Rational Reminder podcast, with Cameron Passmore and Benjamin Felix.

Remember all those times I’ve said something like, “You’re probably better off in low-cost, market-cap weighted index funds”? Truly, it’s a statement I believe. What I have not told you, is that I do not invest my own money in market-cap weighted index funds.

This much we know: The more taxes you pay, the less money you keep. As opposed to trying to forecast future market trends – typically an exercise in futility – there are many perfectly sensible strategies aimed at minimizing the taxes due on your investments. Investing in swap-based ETFs is one such strategy that may merit your consideration … as well as your comprehension of the caveats involved.

Evaluating investment performance is not as easy as observing your rate of return. A rate of return is only as meaningful as the methodology used to find it, and the benchmark that it is being compared to. The most common rate of return calculation methodologies are money-weighted rate of return, time-weighed rate of return, and Modified Dietz which is sort of like a hybrid of the two.