FutureAdvisor Research Notebook
Go against the flow
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Past Articles
You're young: seek out higher returns by investing in small cap and value stocks
"Over the last 80 years, small cap and value stocks have outperformed their counterparts (large cap and growth stocks) by an order of magnitude. This sup..."Categories: Investment, Methodologies
Active management has to beat the index year after year just to break even after taxes
"You see an ad for a top-performing mutual fund boasting the previous year's high return. Think twice before buying. With active management you're placin..."Categories:
Non-intuitive Examples of Compounding Returns
"It's almost better to invest for a few years while you're young and then not save a dime ever again, than to start late and save up all your life. Here'..."Categories: Investment, Portfolio, Retirement
What if your portfolio had its own 24/7 analyst?
"That's us. Considering buying more shares of that mutual fund you bought last week? FutureAdvisor will tell you if there are less expensive funds (b..."Categories: Portfolio, Methodologies
Why we are data driven
"Growing up, I quickly figured out which of the neighborhood kids were telling the truth and which ones were making stuff up. The difference was proof. T..."Categories: Investment, Methodologies
Capital losses: should you be thankful?
"It's the end of the year: last chance to take stock of your 2011 tax obligations. As an investor, you should make particular note of any realized capita..."Categories: Investment, Methodologies
Fama, French, and beyond: greater diversification means lower risk for your expected return
"With higher risk comes higher rewards. For investors, the higher reward comes in the form of a higher expected return. If you recognize different source..."Categories:
The Math: Retire Young or Retire Rich?
"In our hypothetical example, working an additional 3 years longer leads Alice to be able to spend $12,000 more per year. Retiring early or retiring late..."Categories: Investment, Retirement
Picking Investments: Only Two Things Matter
"It’s actually not that complicated At last count there are something like 23,000 mutual funds and ETFs available to US investors. Picking from among ..."Categories: Investment, Methodologies
The median American paid about $1,000 in mutual fund fees last year
"I always wondered what high-fee mutual funds were extracting from each and every family, on average. A little back of the envelope math: From the US Fed..."Categories: Investment
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