The risk of becoming more vulnerable to financial abuse as we get older can pose a significant threat to our retirement security. Larry Swedroe explores research into the scope of the problem, and then offers some steps to help guard against it. The World Health Organization reports that by 2050, 2 billion people (22% of…

For a more secure retirement, think larger than simply trying to pay the least amount in taxes each year. Wealth Advisor Bill Morgan outlines the process for building an overarching spend-down strategy designed to minimize taxes over a lifetime. Almost every client we talk with emphasizes one primary, overriding goal: having enough money in retirement….

Larry Swedroe offers his seven keys to remaining a patient and disciplined investor over the long haul. Legendary investor Warren Buffett famously stated: “Success in investing doesn’t correlate with IQ. Once you have ordinary intelligence, what you need is the temperament to control the urges that get other people in trouble investing.” The reason temperament…

The giving season is now underway, so we’re revisiting some tips from Tim Maurer about how to transform an often stressful (and, at times, guilt-ridden) element of the holidays into something life-giving and fulfilling. The giving season is underway, with the holidays and year-end bearing down on us. So how can we transform one of…

Wealth Advisor Jada Diedrich unpacks her toolkit for building an efficient charitable giving strategy that’s designed to help maximize the way your contribution dollars benefit not only the causes you hold most dear, but also you and your family. As we enter the holiday season, we often feel compelled to evaluate, and frequently to increase,…

Research shows a mutual fund manager’s good (or bad) experience with a stock can bias the decision to repurchase it. That, Larry Swedroe writes, is another reason to favor passive vehicles not subject to such potentially harmful trading behavior. “Behavioral finance” is the study of human behavior and how that behavior leads to investment errors,…

Since the global financial crisis, the S&P 500 has posted truly astounding returns. Jared Kizer explores why such performance may not repeat for many decades to come, as well as what investors can expect from U.S. large-cap stocks going forward. I think most investment professionals are generally aware of how well the S&P 500 has…

Are corporate bonds additive to portfolios that already own stocks and government bonds? Jared Kizer revisits this question with a look at the historical justification for, and some facts and fiction regarding, the investment-grade credit premium. The above title may well end up being my most significant marketing achievement. Yet, it is a good descriptor…

Tim Maurer was assigned a task: put together a list of his five favorite books from the world of personal finance. He came up with 10. In this video, Maurer, director of advisor engagement for the BAM ALLIANCE, walks us through his wide-ranging library, which includes books that focus on financial planning, behavioral economics, life…