BAM Intelligence

What’s in a Fund Name?

After reviewing a study on the composition of mutual fund portfolios, Larry Swedroe concludes investors cannot rely on an active fund’s name, or even its stated objective, when seeking exposure to factor characteristics. Read more

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Post-WWII U.S. Stock Returns and the Triumph of Optimism

Larry Swedroe unpacks a new study suggesting that U.S. stock returns are now less about economic growth and more about shareholders. Read more

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The Trouble with Convenience

Associate Wealth Advisor Kurt Wunderlich looks at strategies for leveraging convenience in a way that enhances, not diminishes, your financial life. Read more

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The Toll of New Trade Tensions and Your Portfolio

While resurgent trade tensions may have indeed roiled markets, the prudent course of action remains to adhere to your long-term financial plan. Read more

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Climate Change Investing Research

Larry Swedroe unpacks a recent study investigating how mutual funds respond when investors call for climate responsibility and what it could mean for investors who express their social preferences through fund selection. Read more

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