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UNCONVENTIONAL WISDOM News & Analysis

Unconventional wisdom: Are we on the cusp of a lost decade?
Personal Finance
Unconventional wisdom: Are we on the cusp of a lost decade?
Investor anxiety is up as forecasters predict a lost decade.
Mark LaMonica, CFA | 28 March 2025
Unconventional wisdom: What I’m giving up as an income investor
Personal Finance
Unconventional wisdom: What I’m giving up as an income investor
Don’t make decisions without understanding the trade-offs.
Mark LaMonica, CFA | 21 March 2025
Unconventional wisdom: Should I sell this high flying share?
Personal Finance
Unconventional wisdom: Should I sell this high flying share?
My dilemma of how to handle a position in my portfolio that has grown too large.
Mark LaMonica, CFA | 14 March 2025
Unconventional wisdom: Are Industry Super Funds following the wrong strategy?
Personal Finance
Unconventional wisdom: Are Industry Super Funds following the wrong strategy?
Industry Super Funds all use a similar investment strategy based on the ‘Yale model’. There are signs it might not work as well in the future. 
Mark LaMonica, CFA | 09 March 2025
Unconventional wisdom: The myth of better risk adjusted returns in industry super funds
Retirement
Unconventional wisdom: The myth of better risk adjusted returns in industry super funds
Does the sales pitch for private assets hold up to scrutiny?
Mark LaMonica, CFA | 09 March 2025
Unconventional wisdom: Are passive ETFs leading to lower returns?
Personal Finance
Unconventional wisdom: Are passive ETFs leading to lower returns?
Does a study showing investors that own passive products get lower returns mean John Bogle was wrong?
Mark LaMonica, CFA | 26 February 2025
Unconventional wisdom: Add certainty to your retirement
Retirement
Unconventional wisdom: Add certainty to your retirement
What a trip to Monte Carlo can teach you about having a more secure retirement. 
Mark LaMonica, CFA | 26 February 2025
Unconventional wisdom: 3 tips to keep your financial New Year's resolutions
Personal Finance
Unconventional wisdom: 3 tips to keep your financial New Year's resolutions
Most resolutions fail...here is how to keep yours. 
Mark LaMonica, CFA | 26 February 2025
Unconventional wisdom: A simple way to better returns
Personal Finance
Unconventional wisdom: A simple way to better returns
What can the mating rituals of the Bowerbird teach us about investing.
Mark LaMonica, CFA | 26 February 2025
Unconventional wisdom: 3 things you won't find in my portfolio
Personal Finance
Unconventional wisdom: 3 things you won't find in my portfolio
What we choose not to buy may be the most important financial decision we make. 
Mark LaMonica, CFA | 26 February 2025