James Choi is a professor. But in a recent paper titled “Popular Personal Financial Advice versus the Professors,” Choi played the role of (somewhat) neutral arbiter. The question he sought to answer: Do popular—that is, non-academic—personal finance books offer advice consistent with the academic [...]
ESG investing: four questions
You may be familiar with the term ESG. This is an investment approach that–in addition to traditional financial metrics–also weighs environmental, social and corporate governance considerations in making investment decisions. ESG isn’t new, but it’s stirred up a fair amount of controversy [...]
ETFs: The most frequently asked question
Exchange-traded funds (ETFs) are popular, but their structure is complex. That can make them difficult to understand. The question I hear most frequently is: Are ETFs more tax-efficient than traditional mutual funds? The evidence suggests they are. One recent study, for example, found that ETFs [...]
Emily’s story
Earlier this week, I received an anguished call from an investor—let’s call her Emily. Emily’s accountant was finishing up her tax return and was surprised to see a $113,000 capital gain. The explanation turned out to be just as surprising. The issue stemmed from a well-intentioned move by the [...]
How to tame regret
Alfred, Lord Tennyson wrote that it is “better to have loved and lost than to have never loved at all.” When it comes to matters of the heart, maybe Tennyson was right. But when it comes to personal finance, I’m not sure that’s the case. If you’ve ever seen a gain slip through your fingers, you know [...]
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