Resources

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…

What’s Your Money Quotient? A Chat with MQ’s Amy Mullen

There’s power in knowing your why and then planning accordingly. Manisha Thakor and Money Quotient’s Amy Mullen talk financial life planning on the MoneyZen Podcast. Manisha Thakor, Director of Wealth Strategies for Women, The BAM Alliance There’s power in knowing your why and planning accordingly (financially or otherwise). Manisha Thakor and Money Quotient’s Amy Mullen…

Persistent Returns for Active Managers Remain Elusive

Outperforming active funds rarely manage to repeat their success. Larry Swedroe, Director of Research, The BAM Alliance Since 2002, S&P Dow Jones Indices has published its biannual S&P Indices Versus Active (SPIVA) scorecards, which compare the performance of actively managed equity funds to their appropriate index benchmarks. Its midyear reports focus on the question of…

Estate Planning Includes Preparing Your Heirs

Larry Swedroe explains how to build a successful family wealth transfer plan. Larry Swedroe, Director of Research, The BAM Alliance Prepare your assets for transition to your heirs, but also prepare your heirs to receive your assets. Larry Swedroe explains why the success of an estate plan may depend on preparing families for the transfer…

Factor ETFs Raise the Active Bar

Larry Swedroe on research into how factor ETFs impact the way investors evaluate active managers. Larry Swedroe, Director of Research, The BAM Alliance In our book “The Incredible Shrinking Alpha: And What You Can Do to Escape Its Clutches,” my co-author Andrew Berkin, director of research for Bridgeway Capital Management, and I document the persistent…

Important Changes in the Nature of REITs

The changing nature of the risks in REITs Larry Swedroe, Director of Research, The BAM Alliance The Federal Reserve’s low interest rate policy of the post-financial crisis era has been blamed (or given credit, depending on your perspective) for high valuations on all types of financial assets. For example, Shiller’s 10-year cyclically adjusted price-earnings (CAPE…

©2019 Bland Garvey Wealth Advisors