Save Social Security for Later, When You Need It Most
Timing your Social Security retirement benefits: Tim Maurer on saving them for later, when you need them most. Tim Maurer, Director of Personal Finance, The BAM Alliance I think we’ve been looking at Social Security retirement benefits all wrong. In...
Things to Consider Before Sending Your Child Off to College
Bill Kaiser explores some financial tasks to consider before sending your child off to college. Bill Kaiser, Wealth Advisor, Bland Garvey Wealth Advisors As the summer winds down and freshman orientation approaches, now is the time to get a few...
Financial Literacy and How it Affects Us All: A MoneyZen Conversation With Annamaria Lusardi
The importance of financial literacy with Manisha Thakor and Annamaria Lusardi of the Global Financial Literacy Excellence Center. Manisha Thakor, Director of Wealth Strategies for Women, The BAM Alliance Manisha Thakor talks with Annamaria Lusardi of The Global Financial Literacy Excellence...
REITs: Are They a Distinct Asset Class?
Are REITs a distinct asset class? Larry Swedroe, Director of Research, The BAM Alliance Many investors think of real estate investment trusts (REITs) as a distinct asset class, because in aggregate they have historically had relatively low correlation with stocks...
Killing an Emerging Market Canard
Larry Swedroe on data that shows active management is a loser’s game in emerging markets too. Larry Swedroe, Director of Research, The BAM Alliance “To win in emerging markets, avoid the passive investing rush,” proclaimed the headline of a July 2017...
The Antidote To Stock Market Hysteria
Market forecasters capitalize on our desire to know the unknowable. Tim Maurer, Director of Personal Finance, The BAM Alliance Just for fun, Google the words “market pullback.” There are over 2.2 million results–most of them market predictions–and the first page...
Portfolio Pumping Continues
New research shows that “portfolio pumping” still occurs at mutual fund families. Larry Swedroe, Director of Research, The BAM Alliance Portfolio pumping—also known as “painting the tape” or “leaning for the tape”—is a market-manipulative strategy that mutual fund and hedge...
Retirement Readiness: Insights from TCRS President Catherine Collinson
Manisha Thakor hosts Catherine Collinson of TCR Studies on the MoneyZen podcast. Manisha Thakor, Director of Wealth Strategies for Women, The BAM Alliance Manisha Thakor and Catherine Collinson of the Transamerica Center for Retirement Studies examine the state of Americans’...
All Those Factors Shrink Alpha
Investment factors are shrinking alpha, but that’s actually great news for investors. Larry Swedroe, Director of Research, The BAM Alliance Alpha historically has been thought of as the return from active management (that is, from stock picking and market timing)....
Five Reasons Why Non-Digital Time Management Is More Productive
Tim Maurer on five reasons why a non-digital time management system could be more productive. Tim Maurer, Director of Personal Finance, The BAM Alliance As technological innovation marches forward in so many aspects of life, there is a movement gaining...
