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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.

Learning Center

Financial Decision-Making in an Aging World

  • December 5th, 2018

The risk of becoming more vulnerable to financial abuse as we get older can pose a significant threat to our retirement security. Larry Swedroe explores research into the scope of the problem, and then offers some steps to help guard against it. The World Health Organization reports that by 2050, 2 billion people (22% of…

Minimize Taxes Over a Lifetime

  • December 5th, 2018

For a more secure retirement, think larger than simply trying to pay the least amount in taxes each year. Wealth Advisor Bill Morgan outlines the process for building an overarching spend-down strategy designed to minimize taxes over a lifetime. Almost every client we talk with emphasizes one primary, overriding goal: having enough money in retirement….

Temperament Trumps Intellect in Investing

  • November 27th, 2018

Larry Swedroe offers his seven keys to remaining a patient and disciplined investor over the long haul. Legendary investor Warren Buffett famously stated: “Success in investing doesn’t correlate with IQ. Once you have ordinary intelligence, what you need is the temperament to control the urges that get other people in trouble investing.” The reason temperament…

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