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.

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The Risk and Return Implications of ESG

  • June 14th, 2018

ESG investors may be sacrificing some of their returns to express their social preferences, but is there an offsetting benefit in terms of lower portfolio risk? Larry Swedroe unpacks a new study that explores both sides of the strategy. Environmental, social and governance (ESG) investment strategies—along with the narrower category of socially responsible investing (SRI)—have…

Lottery Stocks Remain a Losing Game

  • June 14th, 2018

Given the evidence on the poor performance of lottery-like stocks, why would mutual funds choose to invest in them? Larry Swedroe unpacks research that shows it may have something to do with investors’ economically irrational “taste” for such equities. Among the assumptions in the first formal asset pricing model, the CAPM, are that investors are…

Building a Better Bond Portfolio

  • June 14th, 2018

If fixed income is the bedrock of a client’s portfolio, then it better be solid. Investment Strategy Advisor Brian Haywood gives CNBC a look at how credit quality, duration and laddering fit into our evidence-based approach for building bond portfolios. “We think of fixed income as the bedrock of a client’s portfolio. It is there…

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