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

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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

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Important To-Do’s Before Sending Your Child Off to College

Wealth Advisor Ken Rosenbaum looks at some essential financial tasks and other important to-do’s you may have overlooked as the first day of a new academic year approaches. Read more

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Dividend Policy and Global Stock Returns

Larry Swedroe reviews a new study into how a country’s aggregate dividend payout rate affects its equity returns. Read more

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Helping You Align Your Values and Goals

Wealth Advisor Katie Keary explores these questions through a short exercise designed to help harmonize your deepest values and goals, financial or otherwise. Read more

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