About EmpiricalWM

Empirical Wealth Management Named to 2016 Financial Times 300 Top Registered Investment Advisers

June 16, 2016 – Empirical Wealth Management is pleased to announce it has been named to the Financial Times 300 Top Registered Investment Advisers, as of June 16, 2016.  The list recognizes top independent RIA firms from across the U.S. “We are honored to be recognized by Financial Times,” said Kenneth R. Smith, CEO of […]

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Important Changes to Social Security Rules

Last week congress signed into law The Bipartisan Budget Bill of 2015 which has created major changes to Social Security and will affect the popular file-and-suspend restricted application claiming strategies.  Once the Social Security Administration has updated the rules based on these new laws, it may be necessary to re-evaluate the best available claiming strategy […]

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Empirical Makes Top 100 Fee-Only Wealth Management Firms

For the full list,  Ranking Methodology

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Jim Cramer’s “Mad Money” Under Scrutiny

by Joseph Engelberg Caroline Sasseville and Jared Williams We use the popular television show Mad Money hosted by Jim Cramer to test theories of attention and limits to arbitrage. Stock recommendations on Mad Money constitute attention shocks to a large audience of individual traders. We find that stock recommendations lead to large overnight returns which […]

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Modern Fool’s Gold: Alpha In Recessions

by Shaun A. Pfeiffer and Harold R. Evensky Using 20 years of monthly mutual fund data, we find active portfolio management fails to add value above the higher costs it imposes on investors. These findings are relevant to both expansions and recessions. However, the empirical results suggest that active portfolio managers, on average, do exhibit […]

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Capital Market Expectations and The Equity Premium

Throughout the history of financial markets, participants have endeavored to predict the return prospects of financial assets. Today is no different, as many investors and financial professionals are asking the same question: “What is the ‘new normal’ for capital markets?” Some, like Bill Gross, founder and managing director of PIMCO, have declared the days of […]

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Larry Swedroe

Wise Investing Made Simpler

Since Larry Swedroe’s first Wise Investing book was published in 2007, investors have watched the world change dramatically. The 2008 financial crisis introduced investors to a mess of questionable investment products and dishonest financial institutions. Thanks to Wall Street and the financial media, investing appears neither simple nor easy. Fortunately, the Wise Investing Made Simple […]

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Empirical’s Retirement Advantage Program

For most of us, retirement success means achieving some version of living comfortably, while being as worry-free as possible during our retirement years. However, reaching this goal is often easier said than done. Even though we work hard, act responsibly, plan, and save, we may still come up short of reaching our goals. Sometimes this […]

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