BAM Intelligence

Finding Surer Footing

The odds an event will occur aren’t the same as its consequences. Carl Richards in The New York Times on fully evaluating risk Read more

S Corporations: Traveling in Forbidden Lands

S corporations are forbidden land only for the unwary traveler. Brian Hufford on why personal service corporations, like many dental practices, should keep an eye out this year for potentially major changes in tax law. Read more

Wall Street Banks’ Mutual Funds Can Lag on Returns

Even active funds run by prestigious Wall Street banks underperform. Larry Swedroe discusses the data with The New York Times: Read more

Comparing DFA Small Value to Vanguard Small Value

What accounts for the narrowing historical performance between Vanguard’s small value fund and DFA’s small value fund, at least over the past few months? Jared Kizer looks to volatility and real estate to provide an explanation. Read more

Three Ways to Write Your Own Story, Like Baseball’s Daniel Norris

Know your values. Have the courage to live by them. Excel. Tim Maurer with a method for discerning your most important financial goals and some thoughts on what Blue Jays pitcher Daniel Norris can teach us about writing our own story. Read more

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