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Learning Center

Solving for the Qualitative Deficit in Financial Planning

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Tim Maurer in Forbes on why life planning is a vital part of financial planning. “The whole financial planning process is wrong,” says George Kinder, widely recognized as one of the chief educators and influencers in the financial planning profession. But what exactly does he mean, and how does he justify this bold statement? First,...

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Grading the Forecasters

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Larry Swedroe on data that reveals the disappointing accuracy of market forecasts. Larry Swedroe, Director of Research, The BAM Alliance The financial media tends to focus much of its attention on stock market forecasts by so-called gurus. They do so because they know that it gets the investing public’s attention. Investors must believe such forecasts...

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Save Social Security for Later, When You Need It Most

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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 the long-running debate about when to take Social Security — as early as age 62...

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Things to Consider Before Sending Your Child Off to College

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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 things in order before your child heads off for their first year of college. Consider...

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Financial Literacy and How it Affects Us All: A MoneyZen Conversation With Annamaria Lusardi

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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 Center about financially fragile groups and how low financial literacy affects the economy as a...

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REITs: Are They a Distinct Asset Class?

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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 and bonds, and their returns were not well-explained by the single-factor CAPM model. For example,...

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Killing an Emerging Market Canard

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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 Bloomberg article. That sentiment happens to be one of the greatest, and hardest to kill,...

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