Resources

Skill Exists, But It’s Hard To Find

Larry Swedroe continues his look at research on active mutual fund performance, and its implications. Larry Swedroe, Director of Research, The BAM Alliance Previously, I reviewed several academic studies that evaluate whether luck or skill is playing a part in mutual fund performance, hoping to glean some insight on evaluating active mutual fund managers. Today we’ll…

iRelaunch: The Return-To-Work Experts

Manisha Thakor talks to iRelaunch founder Carol Fishman Cohen about innovative ways women are returning to the workforce. Manisha Thakor, Director of Wealth Strategies for Women, The BAM Alliance The mid-life internship: It’s transforming how women are returning to the workforce. Manisha Thakor talks to iRelaunch Founder Carol Fishman Cohen about the many ways women…

Aging is No Guarantee of Financial Wisdom

Does age bring wisdom when it comes to investing? Larry Swedroe, Director of Research, The BAM Alliance There’s an adage that with age comes wisdom. But do we tend to become better investors as we age? This is an increasingly important question as the U.S. investor population is both aging and living longer. Unfortunately, research…

Fiduciary Now. Fiduciary Always.

We Are Always Committed To Doing What’s Right For You You may have noticed the word fiduciary bouncing around the news lately. The Department of Labor announced last April that financial advisors who provide retirement investment advice would be held to a new fiduciary rule — that is, they would be required to put investors’…

Timeless Tips on Tax Wise Investing Part II

by John Garvey Jr., CPA/PFS In Part I of our series on Tax-Wise Investing, “You and Your Investments,” we explored how to engage in year-round tax-wise investing by adopting your own best practices as well as by favoring fund managers who are likewise keeping a tax-efficient eye on their offerings. There are two other important…

Timeless Tips on Tax Wise Investing

by John Garvey, Jr., CPA/PFS While “tax season” may imply that there is an optimal time to think about your income taxes, the best way to minimize your annual “pay-triotic duty” is to engage in year-round tax-wise investing, with ongoing best practices in: Your personal tax-efficient habits Your fund managers’ tax-efficient habits Your investment portfolio’s…

2015 Southwest Veterinary Symposium

Bland Garvey will be in Ft. Worth at the Southwest Veterinary Symposium September 25th to 27th.  Come visit us in booth #928 and meet Dutchess the rescue dog.   Bland Garvey, P.C., is a CPA firm that has provided tax and accounting sevices in the veterinary field since 1967.  To complement the capabilities of the…

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