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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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Shorting’s Impact on Tax-Efficiency

Larry Swedroe unpacks the research and explores the benefits of tax-aware, long/short funds. Read more

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Taxing The Yale Model

What would Yale’s endowment fund do differently if it was a taxable entity? Larry Swedroe has the answer on ETF.com Read more

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Advisors Address Investors’ Biggest Fears

Focus on what you can control: Manisha Thakor with five elements that really drive returns. Read more

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Commodities Can Hedge Inflation

An update on the correlations underlying the investment argument for commodities. Read more

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