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Articles of Interest

“A State of Heart” Featuring Tim Maurer

  • February 13th, 2017
  • BAM Alliance

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 Alliance

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 Alliance

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 Forecast

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 Alliance

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

ETFs A Double-Edged Sword

  • January 18th, 2017
  • BAM Alliance

Larry Swedroe surveys the benefits and drawbacks of the rise of ETFs.

MoneyZen Podcast: Retirement Readiness — Insights from TCRS President Catherine Collinson

  • January 9th, 2017
  • BAM Alliance

Retirement readiness in America: Manisha Thakor and Catherine Collinson of TCRStudies unpack the risks and trends.

MoneyZen Podcast: Retirement Readiness

  • January 9th, 2017
  • BAM Alliance

Retirement readiness in America: Manisha Thakor and Catherine Collinson of TCRStudies unpack the risks and trends.

Another Angle On Factor Diversification

  • December 5th, 2016
  • ETF

Last week, we examined the data (from my new book, “Your Complete Guide to Factor-Based Investing,” which I co-authored with Andrew Berkin) on the odds that the premiums associated with some common investment factors would produce a negative return over various horizons. We then examined how constructing a diversified factor portfolio might impact those odds… Read More

Election Revives Old Myths

  • December 5th, 2016
  • ETF

The results of the U.S. presidential election not only surprised almost all the gurus who were saying that a Hillary Clinton victory was a sure thing, but also those forecasting that, if by some miracle Donald Trump won, a stock market crash was bound to occur. Prior to the election, I had received many inquiries… Read More

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