BAM Intelligence

Annual Portfolio Performance: A Valuable Metric?

Wealth Advisor Doug Buchan breaks down why setting an annual performance goal for your portfolio is not only useless, but it can be dangerous. Read more

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Tale Of 2 Stock Markets

There is clear evidence the political climate affects investors’ views of the economy and the stock market. Larry Swedroe encourages investors to separate political affiliations from investment decisions. Read more

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A Tale Of 3 Small Value Funds

Larry Swedroe looks at 3 small value funds and shows how their performance is explained by exposure to common factors-asset pricing models. Read more

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Long/Short Portfolios Can Improve Tax Efficiency

Larry Swedroe unpacks research showing that relaxing quantitative tax-aware strategies’ long-only constraint can drastically increase tax benefits. Read more

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Financial Planning for Investors in Their 40s

Tim Maurer goes on CNBC’s “Power Lunch” to talk about what financial steps investors in their 40s should take first. Read more

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