Denali Wealth Management

Investing to Reflect Your Goals

Denali Wealth Management Advisors provides investors with evidence-based investment strategies supported by academic research from top universities. We begin by understanding our clients’ personal and financial goals, then tailor an investment strategy to help them realize these goals.


Learning Center

Persistent Fund Alpha and Active Manager Skill

  • July 18th, 2018

A recent study found just eight active mutual funds out of 1,000 showed statistically significant alpha. Larry Swedroe examines the research, and offers some additional analysis demonstrating how elusive a prize true alpha really is. Qiang Bu, author of the study “Do Persistent Fund Alphas Indicate Manager Skill?”, which appears in the Fall 2017 issue…

Diversifying Through Reinsurance and Marketplace Lending Interval Funds

  • July 18th, 2018

Larry Swedroe takes a look at how adding unique sources of risk and return can improve the efficiency of traditional stock and bond portfolios. Most people avoid budgeting because they consider it an exercise in repressive tedium. But it doesn’t have to be. By applying the science of motivation, economic evidence and the art of…

Is Company Size Irrelevant?

  • July 11th, 2018

Paper results or real-world advantage? Jared Kizer explores whether efficiently managed strategies can, net of fund expenses and trading costs, capture the historically larger value premium found in small-cap stocks. On paper, there is abundant evidence that various return premia have been larger in small-cap stocks compared to large-cap stocks. Table 1, for example, shows…

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