by Larry Swedroe, Director of Research, 6/14/2018 It’s a great tragedy that despite its obvious importance to everyone, our educational system almost totally ignores the field of finance and investments. This is true unless you go to an undergraduate business school or pursue an MBA in finance. Eighteenth-century English poet Thomas Gray wrote, “Where ignorance is […]
by Larry Swedroe, Director of Research, 6/11/2018 Environmental, social and governance (ESG) investment strategies—along with the narrower category of socially responsible investing (SRI)—have gained quite a bit of traction in portfolio management in recent years. In 2016, funds based on such strategies managed about $9 trillion in assets from an overall investment pool of $40 trillion […]
by Sue Stevens, Wealth Advisor, Buckingham Strategic Wealth The advantages of a college education are numerous: potentially higher income levels over a lifetime, learning about subjects that can help in finding a job or meeting people that may help you throughout your life. But the costs can be intimidating. The most important step is just starting […]
by Larry Swedroe, Director of Research As expert poker player Annie Duke explains in her book, “Thinking in Bets,” one of the more common mistakes amateurs make is the tendency to equate the quality of a decision with the quality of its outcome. Poker players call this trait “resulting.” In my own book, “Investment Mistakes […]
This survey originally appeared in the North Bay Business Journal, August 21, 2017. 1. When it comes to managing client portfolios, what are the three to five key economic signs you watch most? Investors try to make their investment decisions based on something they read or saw in the newspaper, on TV or on the […]
by Tim Maurer, Director of Personal Finance I think we’ve been looking at Social Security retirement benefits all wrong. In the long-running debate about when to take Social Security — as early as age 62 or as late as age 70 — the focus has been on timing your claim to get the most money, […]
In some alternate universe, there may be markets where nobody ever experiences any loss and every investment just keeps growing. In our world, we know better. While markets are expected to climb over time, periodic downturns happen. When they do, they can leave you feeling left out in the cold. That’s why it pays to […]
Every year, the markets provide us with some important lessons about prudent investment strategy. Last year taught us 11 lessons, some of which the markets have covered many times before. In this BAM ALLIANCE client webcast, Director of Research Larry Swedroe explains what investors can learn from 2015. Approximate running time: 35 minutes. About the Presenter Larry Swedroe, […]
By Dan Solin, Director of Investor Advocacy, The BAM Alliance I don’t know Warren Buffett. I didn’t interview him for this article. But I’m pretty sure I know what he isn’t doing to cope with the worst first four trading days in history for the S&P 500 index to begin a calendar year. Buffett isn’t listening […]
Years ago, my colleagues and I conducted a fairly large-scale research project. We interviewed a bunch of high-income professionals who provided professional services. This group included doctors, dentists and lawyers, and like most of us, they earned money only when they were working. In essence, they traded their time for dollars. Our finding was this: […]
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