BAM Intelligence

A Factor with Caveats

The low-beta anomaly may be persistent and pervasive across the globe, but, Larry Swedroe writes, research shows its returns are explained well by other now-common factors and its premium is dependent on certain circumstances. Read more

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The Mathematics of Asset Location

Kevin Grogan walks through a Roth-versus-taxable-account asset location decision using after-tax asset location. Read more

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A High-Level View of the Asset Location Decision

Asset allocation and asset location are both important decisions when building an investment portfolio. Kevin Grogan, director of investment strategy, focuses on the asset location decision and how it can affect your after-tax returns. Read more

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Factors and Emerging Markets

Larry Swedroe unpacks research that shows factors work in emerging markets, too. Read more

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Active Management’s Surprising Survival

For Larry Swedroe, it’s truly an amazing paradox that so many investors still choose actively managed funds. Fortunately, he writes, more people are taking greater notice of the evidence. Read more

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