Resources

All Those Factors Shrink Alpha

Investment factors are shrinking alpha, but that’s actually great news for investors. Larry Swedroe, Director of Research, The BAM Alliance Alpha historically has been thought of as the return from active management (that is, from stock picking and market timing). However, it’s also possible alpha can come from a source (common characteristic) that isn’t associated…

Life Reimagined — How Do You Want To Give and Grow?

Manisha Thakor and Rich Feller discuss creating a fulfilling retirement on the MoneyZen podcast. Manisha Thakor, Director of Wealth Strategies for Women, The BAM Alliance It’s better to retire into something than it is to retire from something.  Manisha Thakor and Colorado State University’s Rich Feller unpack the tough transition into retirement and discuss some…

Alpha’s Persistence Is Always at Risk

Larry Swedroe on a study into whether alpha predictors hold out-of-sample. Larry Swedroe, Director of Research, The BAM Alliance An important question facing mutual fund investors is whether funds with positive alpha, net of fees and costs, can be distinguished, ex-ante, from funds with negative alpha. Most individual investors must believe this to be true,…

Navigating Divorce, Financially Speaking — An Interview With Buckingham’s Katie Keary

Manisha Thakor and Buckingham’s Katie Keary talk navigating divorce, financially speaking, on the MoneyZen podcast. Manisha Thakor, Director of Wealth Strategies for Women, The BAM Alliance Manisha Thakor brings Buckingham’s Katie Keary on the MoneyZen Podcast to talk about strategies women can use to navigate some key financial decisions, and their consequences, surrounding divorce.  By clicking…

Wealth Management for Gen Xers

Stuart Vick Smith goes on KVUE to offer GenX some financial tips to grow and protect wealth. Stuart Vick Smith, ML&R Wealth Management, Austin, TX With both aging parents and kids to take care of, how can members of the “sandwich generation” protect wealth? BAM ALLIANCE member Stuart Vick Smith offers some financial tips Gen…

Four Financial Challenges Your Loved Ones in the Military May Be Facing

Joe Delaney tackles some unique financial challenges that military members may face. Joe Delaney, Wealth Advisor, Lifeguard Wealth, LLC Independence Day is an opportunity to recognize the sacrifices previous generations have made to defend our country’s freedom, and consider the challenges today’s service people face. Below are four financial struggles that could afflict your loved…

Are Equal-Weighted Indexes Smart Beta? Do They Add Alpha?

Does equal-weighting an index add alpha? Larry Swedroe, Director of Research, The BAM Alliance I was recently asked my opinion on equal-weighted indexes relative to capitalization-weighted indexes. Specifically, I was asked whether they add alpha. As it’s a frequently asked question, and because there are lots of assets invested in equal-weighted funds, I thought I…

Take More Risk in Life And Less in Investing

How will you spend your tolerance for risk? Tim Maurer, Director of Personal Finance, The BAM Alliance “I just really wish I’d taken more risk in my investment portfolio,” said no one–ever–on their deathbed. That may seem like an odd observation, unless you consider the fact that I had the privilege of spending a couple…

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