Explore journal articles, and research papers authored by Droms Strauss Wealth Management professionals.

MarketWatch Investment Articles by Bill Droms:

"Is the stock market overpriced?," January 3, 2017. Read complete article

"Five higher risk ETFs for higher yield," November 16, 2016. Read complete article

"Five higher-yielding ETFs for conservative investors," September 28, 2016. Read complete article

"Improving yield and your total return with REIT funds," August 18, 2016. Read complete article

"Five principles for strategic investment planning," May 26, 2016. Read complete article

"How to formulate a five-year investing plan," March 24, 2016. Read complete article

"What can 2015 tell us about 2016?" February 12, 2016. Read complete article

"How to tame a bear market," March 31, 2015. Read complete article

"‘Persistence’ angle adds to active-passive fund debate," August 15, 2014. Read complete article

"6 bond-fund building blocks for retirement savers," June 6, 2014. Read complete article

"Reduce equity risk with structured notes," May 7, 2014. Read complete article

"Is ‘smart beta’ a smart buy for retirement savers?" April 23, 2014. Read complete article

"Confused about bonds? You’re not alone," April 4, 2014. Read complete article

"Active or passive investing? Try both," March 14, 2014. Read complete article

"Falling off the bond ladder," March 3, 2014. Read complete article

"Getting religion on risk tolerance," February 18, 2014. Read complete article

Selected Investment Management Journal Articles by Steve Strauss and Bill Droms:

"Structured Notes in a Balanced Portfolio," The CPA® Journal, September 2012. Read complete article (PDF).

"Heading Toward the Teen Years: Investment Outlook for 2011 and Beyond," White Paper, February 2011. Read complete article (PDF).

“Investing for 2009 and Beyond,” White Paper, January 2009. Read complete article (PDF).

“Assessing Risk Tolerance for Asset Allocation,” Journal of Financial Planning, March 2003. Read complete article (PDF).

Selected Investment Management Journal Articles by Bill Droms:

"A Fundamental Shift to Fundamental Indexing," Journal of Financial Services Professionals, July 2010.

“Hot Hands, Cold Hands: Does Past Performance Predict Future Returns, Journal of Financial Planning, Vol. 19, No. 5, May 2006. Read complete article (PDF).

“Performance Persistence of Fixed Income Mutual Funds,” (with David A. Walker), Journal of Economics and Finance, Vol. 30, No. 3, Fall 2006.

“Persistence of Mutual Fund Operating Characteristics,” (with David A. Walker), Applied Financial Economics, Vol. 11, 2001.

“Performance Persistence of International Mutual Funds,” (with David A. Walker), Global Finance Journal, Vol. 12, 2001.

Selected Books Authored or Edited by Bill Droms:

Finance and Accounting for Nonfinancial Managers, Fifth Edition, (with Jay Wright), (New York, NY: Basic Books, 2010).

Investment Fundamentals, (with Frederick Amling), (Forth Worth, TX: The Dryden Press, 1994).

Initiating and Managing a Global Investment Program, (editor), (Charlottesville, VA: Association for Investment Management and Research, 1991).

The Life Insurance Investment Advisor, (with Ben G. Baldwin), (Chicago, IL: Probus Publishing Company, 1988).

Asset Allocation for Individual Investors, (editor), (Homewood, IL: Dow Jones-Irwin/Institute for Chartered Financial Analysts, 1987).

The Dow Jones-Irwin Guide to Personal Financial Planning, Revised Edition, (with Frederick Amling), (Homewood, IL: Dow Jones-Irwin, 1986).

Personal Financial Management, Revised Edition (with Frederick Amling), (Homewood, IL: Richard D. Irwin, 1986).

The Dow Jones-Irwin Mutual Fund Yearbook, (Homewood, IL: Dow Jones-Irwin, 1984, 1985, 1986).