At Bland Garvey, we advocate for evidence-based investing so we can bring logic, transparency and simplicity to your investment experience.
New report, same old story. Larry Swedroe unpacks highlights from the most recent SPIVA scorecard that offer still more powerful evidence of active management’s continued failure to persistently outperform. Since 2002, S&P Dow Jones Indices has published its S&P Indices Versus Active (SPIVA) Scorecard, which compares the performance of actively managed equity mutual funds to…
In financial services, retirement, ironically, is the topic that never gets old. But there is good reason for that—it’s an inevitable financial milestone for us one way or the other. How we look at retirement may have everything to do with how successful we are at planning for it AND enjoying it when the time…
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….