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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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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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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Maintaining a Globally Diversified Portfolio

Jared Kizer looks at five reasons why you should remain committed to a globally diversified approach. Read more

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