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Articles of Interest

New Medicare Cards | What You Need To Know

  • April 20th, 2018
  • Market Insights

New Cards Increase Identity Protection, But Also Fraud Attempts Beginning in May, the Centers for Medicare & Medicaid Services (CMS) will begin mailing new identification cards to beneficiaries. The Medicare cards have been redesigned to help reduce the potential for identity theft — Social Security numbers and other personal information have been removed and now… Read More

Behavioral Biases – The Demon of Investing

  • April 19th, 2018
  • Market Insights

An advisor’s job is just as much about helping clients control their investing bias and emotions as it is about building and managing an appropriate portfolio.  Here are five traits we see: Anchoring Bias – It occurs when you fix on or “anchor” your decisions to a reference point, whether or not it’s a valid… Read More

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

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