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When Vice Outperforms Virtue

  • March 15th, 2017
  • BAM Expert

Larry Swedroe checks the research on socially responsible vs. “vice” investing. Socially responsible investing (SRI) has been referred to as “double-bottom-line” investing. The implication is that investors are seeking not only profitable investments, but investments that meet their personal standards. For instance, some investors don’t want their money to support companies that sell tobacco products,… Read More

Social Security, and Getting Your Fair Share, with Steve Weiss

  • March 7th, 2017
  • BAM Expert

Manisha Thakor brings Buckingham’s Steve Weiss on the MoneyZen Podcast to discuss some of the ins and outs of Social Security. Manisha Thakor brings Buckingham’s Steve Weiss on the MoneyZen Podcast to discuss some of the ins and outs of Social Security, including strategies for claiming benefits and optimizing them to fit your life and financial… Read More

Investors Respond to Feedback

  • March 7th, 2017
  • BAM Expert

Feedback on investment decisions helps improve investor performance: Larry Swedroe unpacks the research. It’s been well documented that, on average, retail investors are “dumb” money. For example, on average, the stocks they buy go on to underperform, and the stocks they sell go on to outperform. Sadly, investors even manage to underperform the very mutual… Read More

Turns Out the “Smart Money” Isn’t

  • March 1st, 2017
  • BAM Expert

Turns out the “smart money” often isn’t. Larry Swedroe on who, exactly, exploits market anomalies. Institutional investors are generally considered “smart money” that exploits the behavioral biases of “dumb” retail money. However, there have been some holes poked in that idea recently. For instance, Roger Edelen, Ozgur Ince and Gregory Kadlec, authors of the study… Read More

‘Sure Things’ to Watch for in 2017

  • February 21st, 2017
  • BAM Expert

Larry Swedroe compiles his list of financial predictions to watch for the year. Every year, I like to keep track of the predictions “gurus” and other market observers make for the upcoming year, specifically the ones they say are “sure things.” It seems like no one in the financial media holds them accountable (which is… Read More

“A State of Heart” Featuring Tim Maurer

  • February 13th, 2017
  • BAM Expert

For some, fiduciary is just a headline. For us, “It’s who we are.” The word fiduciary has been in the news a lot of late, from Wall Street to Washington, but it’s a word that has always been part of our daily dialogue. Advisors who act as fiduciaries, as we do, are legally required to put the… Read More

The Impact of Scale on the Performance of Active Managers

  • February 7th, 2017
  • BAM Expert

Diseconomies of scale and their impact on active manager performance. There is a large body of overwhelming evidence that past performance is at best a poor predictor of active managers’ future performance. That is why the SEC requires that common and familiar disclaimer. There are many explanations for the difficulty that active managers face in… Read More

Short-Sellers Have Key Market Role

  • January 30th, 2017
  • BAM Expert

Larry Swedroe unpacks research on the impact that short-selling a firm’s stock can have on that company’s bond returns.

Why You Shouldn’t Trust Market Forecasts

  • January 23rd, 2017
  • financemarket forcast

STL Today columnist Jim Gallagher enlists Larry Swedroe to discuss some reasons why investors shouldn’t trust market forecasts.

MoneyZen Podcast: Discovering Our Authentic Careers — An Interview With Gur Tsabar

  • January 19th, 2017
  • BAM Expert

Manisha Thakor talks about joyful work and finances with Gur Tsabar.

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