BAM Intelligence

Portfolio Pain and the Difficulties of Discipline

In his follow-up look at why it’s often so hard to be a disciplined investor, Larry Swedroe explains the correct way to think about the value factor’s lengthy underperformance, as well as its prospects going forward. Read more

Share Button

Why It’s so Hard to Be a Disciplined Investor

Larry Swedroe on some tools for avoiding the twin mistakes of recency and resulting, even when the market serves up an extended period of underperformance. Read more

Share Button

Current Valuations, Forward-Looking Returns and Disrupted Expectations

Larry Swedroe on what today’s market indicates for forward-looking returns, and what you can do in response. Read more

Share Button

Persistence Among Active Funds Is Hard To Come By

Larry Swedroe unpacks highlights from the most recent SPIVA scorecard that offer still more powerful evidence of active management’s continued failure to persistently outperform. Read more

Share Button

The Unique Retirement Issues Facing Women

Larry Swedroe and Wealth Advisor Katie Keary explore the impact of 12 specific challenges that women face, and offer financially empowering solutions to them. Read more

Share Button

Industry Events

No events scheduled at this time.