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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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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Why Active Management Still Fails

A recent study only reinforces the important link between mutual fund costs and performance. However, as Larry Swedroe explains, its results happen to offer plenty of good news for investors on both sides of the active versus passive debate. 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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Finding Fulfilling Work: Live Out Your Calling as an Artisan

Finding a fulfilling way to work. Tim Maurer on living out your job, profession or calling as an artisan. Read more

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