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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Investing for the Long Term amid Stock Market Volatility

In a look at the historical data on stock returns following periods of negative performance, Jared Kizer explores why revisiting the market’s longer-term properties can help put last quarter’s volatility into broader context. Read more

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Here’s How You Should Prepare for That Next Bear Market

Tim Maurer tells CNBC, it’s important to develop a solid investment plan and then prepare to stick with it. Read more

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The S&P 500 Goes Supernova

Jared Kizer explores why such performance may not repeat for many decades to come, as well as what investors can expect from U.S. large-cap stocks going forward. Read more

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Market Volatility and Equity Performance

When stock markets drop, it can be tough to see past the pain and recall that your investment plan incorporates such risks. To help you take the long-term view, Chief Investment Officer Jared Kizer puts October’s market moves into perspective. Read more

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