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BAM Intelligence

Four Critical Elements of a Sound Investment Strategy

Investors should focus on fees, global diversification, tilting toward small and value stocks, along with a focus on high credit quality and safe fixed income. Kevin Grogan shares these tips with Robert Powell on The Street’s Retirement Daily Podcast to help make up the elements of a sound investment strategy.

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The opinions expressed by featured authors are their own and may not accurately reflect those of the BAM ALLIANCE®. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.

© 2019, The BAM ALLIANCE®

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Director of Investment Strategy

Kevin Grogan is director of investment Strategy for the BAM ALLIANCE.

In addition to his advising duties, Kevin conducts investment research and writes articles on a wide range of topics, including retirement planning and investment policy.

Kevin co-authored The Only Guide You’ll Ever Need for the Right Financial Plan with Larry Swedroe and Tiya Lim. This step-by-step handbook focuses on the art of investing by providing investors with information they can use to build a tailor-made investment strategy.

He also co-authored the article “The Maturity of Fixed-Income Assets and Portfolio Risk” with Larry Swedroe, which appeared in the Winter 2009 issue of The Journal of Investing.

Kevin holds an MBA from Saint Louis University and a bachelor’s of science in finance from Missouri State University in Springfield.

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