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BAM Intelligence

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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Liquidity Premium Diminishing

Modern markets erasing liquidity premium trades. Read more

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Author, Speaker and Financial Advisor Manisha Thakor Named Director of Wealth Strategies for Women

Nationally known author, speaker and women’s wealth advocate Manisha Thakor, CFA, has joined The BAM ALLIANCE as Director of Wealth Strategies for Women. Read more

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