We Want To Change The Way You Think About Investing

At Bland Garvey, we advocate for evidence-based investing so we can bring logic, transparency and simplicity to your investment experience.

Learning Center

The Sky Isn’t Falling

  • January 15th, 2019

Bear markets are simply a feature of the stock market, not a problem. But they can still hurt. To help investors avoid catastrophizing recent volatility, Larry Swedroe lays out some economic positives to also keep in mind. From an emotional perspective, steep market declines are difficult to deal with, as we tend to feel the…

Long/Short Portfolios Can Improve Tax Efficiency

  • January 15th, 2019

Is the conventional wisdom that equates turnover and shorting with tax inefficiency actually right? Larry Swedroe unpacks research showing that relaxing quantitative tax-aware strategies’ long-only constraint can drastically increase tax benefits. “Conventional wisdom” can be defined as ideas that are so accepted they go unquestioned. Unfortunately, conventional wisdom is often wrong. Two good examples are…

Financial Planning for Investors in Their 40s

  • January 15th, 2019

Many 40-somethings are seeing their income begin to peak, but expenses are often on the rise as well. Tim Maurer goes on CNBC’s “Power Lunch” to talk about what financial steps investors in their 40s should take first. In your 40s, plan for the present through cash flow management and prepare for the future by…

©2019 Bland Garvey Wealth Advisors