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

Factors Are For Holding

  • June 10th, 2019

Larry Swedroe, Chief Research Officer, 6/6/2019 In their June 1992 Journal of Finance article, “The Cross-Section of Expected Stock Returns,” professors Eugene Fama and Kenneth French revolutionized the way we think about investing. Prior to the publication of this study, the prevailing theory (known as the “capital asset pricing model,” or CAPM) was that the…

What’s In a Fund Name?

  • June 10th, 2019

Larry Swedroe, Chief Research Officer, 6/4/2019 Most of the focus of the literature on active mutual funds has been on the question about their performance and the related issue about whether or not active fund managers have skill. On the other hand, the composition and characteristics of mutual fund portfolios have largely been ignored. Recent…

Post-WWII U.S. Stock Returns and the Triumph of Optimism

  • May 29th, 2019

Larry Swedroe, Chief Research Officer, 5/29/2019 Investors in U.S. equities have been well-rewarded in the post WWII era. For example, over the 70 calendar years from 1949 through 2018, the S&P 500 Index returned 11.24%. And with inflation rising 3.41%, it provided a real return of 7.83%. Should investors extrapolate that return going forward? Before…

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