The Informed Investor

Episode 57: How much of your portfolio should really be invested in alternatives? For ultra-high-net-worth investors and families, alternative investments have long been viewed as a path to diversification, exclusive...

Episode 56: If you and your partner know what you really want out of life, will your investment strategy help you get there? It absolutely should, say financial advisors Marc and Alison Campbell, who are based in...

Episode 55: Successful long-term investing is less about predicting the future and more about having the discipline to follow a clear, consistent investment philosophy. Randy Hardy, a financial advisor based in Chicago...

Episode 54: Do you have a plan for your wealth? And, if so, are you prepared to share that plan with your family? These questions are especially important for high-net-worth families. When millions of dollars are at...

Episode 53: Are you familiar with "The Death of Equities," an infamous financial magazine headline from August 1979? If not, Weston Wellington, a former vice president at the global investing firm Dimensional Fund...

Episode 52: People in their 20s, 30s, and 40s don't have it easy when trying to figure out the best ways to spend, save, and protect their money. Life often comes at you fast. New relationships, new jobs, new family...

Episode 51: Why do many investors pull their hair out worrying about where the stock market is headed? Dimensional Founder and Chairman David Booth knows it's an ongoing problem. He also believes it's unnecessary. In...

Episode 50: Is investing in exchange-traded funds or mutual funds an either/or choice? Not anymore. Thanks to the recent debut of actively managed ETF share classes—which are tacked onto mutual funds—investors will get...

Episode 49: Why is market timing so alluring for so many investors? Probably because a perfect timing strategy—assuming it's out there and it works—promises huge rewards. In theory. But there's a huge caveat. A perfect...

Episode 48: Does "index reconstitution" help or hurt everyday investors? The phrase refers to periods when stock indexes are rebalanced—when stocks are added to or dropped from an index (like the S&P 500 or Russell 2000...

<p>Episode 47: What should investors do to cope with inflation?</p> <p>Plenty are probably wondering what to do next now that inflation is rising again.</p> <p>The first move: Try to understand how inflation impacts...

<p>Episode 46: Are 30 stocks enough to build a truly diversified portfolio?</p> <p>We seek to answer one of investing's most debated questions: How many stocks does an investor really need to own to reduce risk and...

<p>Episode 45: Does "market efficiency" sound like investing gobbledygook?</p> <p>For many people, the phrase is hard to comprehend.</p> <p>When they see the stock market soar or plunge, they might think prices are out...

<p>Episode 44: Are you confused about how to meet saving and spending goals at the same time?</p> <p>Conflicts between these objectives may seem daunting as you plan for retirement.</p> <p>If you spend more now while...

<p>Episode 43: If you're newly divorced or widowed, what should you do about money?</p> <p>Undoubtedly, you'll have bills to pay immediately, urgent tax issues, estate documents requiring updates, and plenty of other...