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

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Shorting’s Impact on Tax-Efficiency

  • April 24th, 2018

Larry Swedroe unpacks the research and explores the benefits of tax-aware, long/short funds. Among the “smart beta” strategies that recently have become popular are funds that go long securities with favorable characteristics and short those with unfavorable characteristics. For example, to capture the value premium, a fund would go long value stocks and short growth…

Finding Fulfilling Work: Live Out Your Calling as an Artisan

  • April 24th, 2018

Finding a fulfilling way to work. Tim Maurer on living out your job, profession or calling as an artisan. You likely feel as though you don’t have enough time to watch a video that is 17 minutes and 47 seconds, right? But what if watching it allows you to penetrate beneath the scar tissue of busyness…

Active Management Can’t Crack Inefficient Markets

  • April 24th, 2018

Larry Swedroe unpacks the newly released year-end 2017 SPIVA report and its look at active management’s underwhelming performance. Since 2002, S&P Dow Jones Indices has published its S&P Indices Versus Active (SPIVA) scorecards, which compare the performance of actively managed equity mutual funds to their appropriate index benchmarks. The 2017 report includes 15 years of data. Following…

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