… I have known and worked with Joanne Hill—including editing each other’s book chapters—since
1997 and worked with Dave Nadig and Matt Hougan for more than 10 years each. …

Bitcoin, blockchain, and cryptocurrencies burst onto the world stage in 2008, when the online
posting of a pseudonymous white paper provided a vision of a new way to transfer value …

During a wide-reaching catastrophic public health emergency or disaster, existing surge
capacity plans may not be sufficient to enable health care providers to continue to adhere to …

During natural disasters, disease pandemics, terrorist attacks, and other public health
emergencies, the health system must be prepared to accommodate a surge in the number of …

… Closing the issue is our own Matt Hougan, who offers a pop quiz on index funds behaving
badly. Can you guess the highest annual expense ratio for an index mutual fund in 2008? …

The rise of the robo-adviser was a defining trend of 2014. These firms, which prefer to be
called automated investment services, offer investors an easy way to gain exposure to low-cost, …

Neuroscience has made phenomenal advances over the past 50 years and the pace of
discovery continues to accelerate. On June 25, 2008, the Institute of Medicine (IOM) Forum on …

A lot of people have written off actively managed ETFs, and for good reason. Compared to
the traditional world of mutual funds, actively managed ETFs are pathetic. While 78% of …

According to a study by Charles Schwab, expense ratios are the No. 1 factor investors
consider when deciding which ETFs to buy. The study is self-serving; nonetheless, the author …

Taxes can be a significant drag on investor returns. As a result, minimizing the impact of
taxes on total returns has become a staple in the professional investment community and an …