BAM Intelligence

Know Your Risk Inclinations and Investor Personality

Larry Swedroe unpacks a CFA Institute Research Foundation brief on risk profiling and tolerance that looks at four investor personalities, and the potentially problematic behavioral tendencies likely to come with each. Read more

Share Button

Inverted Yield Curves and Future Equity Returns

A lot of investors are curious to know what an inverted yield curve, if one occurs, might mean for the stock market. In an analysis of Fed data, Jared Kizer concludes such inversions don’t preordain poor equity returns and that other context matters. Read more

Share Button

A Comprehensive Strategy to Reduce Black Swan Risk

Adam Butler reviews the just-released and updated 2018 edition of Larry Swedroe and Kevin Grogan’s “Reducing the Risk of Black Swans.” for Advisor Perspectives. Read more

Share Button

Recency Bias Can Derail You

Larry Swedroe tackles performance, international equity valuations and the perils of recency bias. Read more

Share Button

The Four Horsemen of Your Portfolio

When it comes to secure retirement, today’s investors face some major hurdles. Larry Swedroe unpacks the threat, and offers some solutions to help improve financial outcomes. Read more

Share Button

Industry Events

No events scheduled at this time.