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bam experts

Wrapping Up One Year and Beginning Another

  • January 2nd, 2018
  • Market Insights

Financial check-ups much like medical check-ups serve an important purpose. To ignore either may place a person in peril.  So let’s get started: Are the provisions of your will current?  Do they accurately reflect your current intentions for disposing of your assets? Are your beneficiary designations for retirement plans, IRAs, life insurance, etc coordinated with… Read More

Food For Thought…

  • December 21st, 2017
  • Market Insights

“You only get one mind and one body. And it’s got to last a lifetime.  Now, it’s very easy to let them ride for many years. But if you don’t take care of that mind and that body, they’ll be a wreck forty years later, just like the car would be.”   — Warren  Buffett The food… Read More

Understanding Different Types of Risks

  • April 26th, 2017
  • BAM Alliance

Larry Swedroe on the importance of integrating all risks (not only the investment kind) into an overall financial plan. Larry Swedroe, Director of Research, The BAM ALLIANCE Harry Markowitz received the Nobel Prize in Economic Sciences in 1990 for his contributions to the body of work known as “modern portfolio theory.” Probably his greatest contribution… Read More

An Integrated Investment Plan Is Key

  • April 26th, 2017
  • BAM Alliance

A sound investment plan isn’t the only way to find financial security. Earlier this week, we looked at the importance of incorporating different types of risk—specifically, human capital risk—into an overall financial plan. Today I will focus on mortality and longevity risk, and using “tax alpha” strategies to improve the odds of achieving your financial goals…. Read More

How to Help Aging Parents With Their Finances

  • April 20th, 2017
  • BAM Alliance

Helping aging parents with their finances. Role reversal: If you have aging parents, they may need help sorting out their finances. Stuart Vick Smith lays out some steps you can take to help them feel in control of their financial life. Find it on KVUE.com By clicking on any of the links above, you acknowledge… Read More

A More Complex View On Value

  • April 20th, 2017
  • BAM Alliance

Larry Swedroe shows that book-to-market isn’t the only criteria for defining the value factor. Eugene Fama and Kenneth French’s 1992 paper, “The Cross-Section of Expected Stock Returns,” resulted in the development of the Fama–French three-factor model. This model added the size and value factors to the market beta factor. As my co-author, Andrew Berkin, and… Read More

Private Equity Adds Risk, Little Return

  • April 20th, 2017
  • BAM Alliance

Larry Swedroe on how the risk of private equity doesn’t always equal higher returns. The term “private equity” is used to describe various types (e.g., buyout funds and venture capital funds) of privately placed (nonpublicly traded) investments. Even though buyout (BO) funds and venture capital (VC) funds have similar organizational and compensation structures, they are… Read More

Political Biases Can Impact Your Investing

  • March 28th, 2017
  • BAM Alliance

Larry Swedroe reviews the evidence on how political biases can affect your investing. “It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of Light,… Read More

Moral Hazard In Hedge Fund Fees

  • March 28th, 2017
  • BAM Alliance

Larry Swedroe on how a systematic approach can help mitigate the problem. The typical hedge fund fee structure includes a management fee, calculated as a fixed percentage of a fund’s net asset value, plus an incentive fee, calculated as a percentage of its trading profits. Some hedge funds use both hurdle rates and a high-water-mark… Read More

Financial Calm and Confidence

  • March 22nd, 2017
  • BAM Alliance

Manisha Thakor on the importance of building relationships in financial planning. The best financial relationships occur when your wealth advisor is interested not just in investing your money, but in investing in your life. Manisha Thakor on helping clients achieve financial clarity, calm and confidence through the process of true wealth management. By clicking on… Read More

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