Archives
September 2022
Eye on the Indices - as of September 30, 2022
Funds vs the Benchmarks - as of September 30, 2022
June 2022
Eye on the Indices - as of June 30, 2022
Funds vs the Benchmarks - as of June 30, 2022
March 2022
Eye on the Indices - as of March 31, 2022
Funds vs the Benchmarks - as of March 31, 2022
December 2021
Eye on the Indices - as of December 31, 2021
Funds vs the Benchmarks - as of December 31, 2021
September 2021
Eye on the Indices - as of September 30, 2021
Funds vs the Benchmarks - as of September 30, 2021
June 2021
Eye on the Indices - as of June 30, 2021
Funds vs the Benchmarks - as of June 30, 2021
May 2021
May 26, 2021 - Saving Strategies for Your Child or Grandchild’s Future, Katie-Keary-Marsden, Wealth Advisor. This commentary originally appeared May 26th on thebuckinghamstrategicpartners.com.
May 24, 2021 - What You Need to Know About Parent PLUS Loans, Becca Craig, Wealth Advisor. This article originally appeared May 4 on thestreet.com.
May 20, 2021 - Don’t Let the Perfect Be the Enemy of the Comfortable, Doug Buchan, Wealth Advisor. A version of this article originally appeared May 12 on thestreet.com.
May 7, 2021 - Effectively Navigating The In-Between Phases Of Life And Work, Tim Maurer, Director of Advisor Development. This article originally appeared April 1 on Forbes.com
May 6, 2021 - Four Steps to Set Yourself Up for Financial Success, Kurt Wunderlich, Client Development Advisor. This article originally appeared April 19 on thestreet.com.
April 2021
April, 7, 2021 - Who Manages Your Money After Death?, Connie Brezik, Wealth Advisor. This article originally appeared March 6 in the Casper Star-Tribune.
March 2021
Eye on the Indices - as of March 31, 2021
Funds vs the Benchmarks - as of March 31, 2021
March, 5, 2021 - Life Isn’t a Straight Line: Cash Flow Planning for Retirement, Kurt Wunderlich, Client Development Advisor. This article originally appeared February 3 on thestreet.com.
March 5, 2021 - How To Be Unhappy But Successful, Tim Maurer, Director of Advisor Development. This article originally appeared February 21 on Forbes.com.
February 2021
February 5, 2021 - The Crazy Stuff We Do With Money—Explained, Tim Maurer, Director of Advisor Development. This commentary originally appeared January 10 on Forbes.com.
January 2021
January 8, 2021 - The Right (or Wrong) Way to Retire, Connie Brezik, Wealth Advisor. A version of this article originally appeared December 6 in the Casper Star-Tribune.
December 2020
Eye on the Indices - as of December 31, 2020
Funds vs the Benchmarks - as of December 31, 2020
September 2020
Eye on the Indices - as of September 30, 2020
Funds vs the Benchmarks - as of September 30, 2020
August 2020
August 27, 2020 - Stocks, Risk, and Your Roth IRA, Patrick-Kuster, Wealth Advisor. This commentary originally appeared August 27 on thebamalliance.com
August 27, 2020 - Benefits of Rebalancing, Connie Brezik, Wealth Advisor. This commentary originally appeared August 2 on TheCasperStarTribune.com
August 4, 2020 - Relief for Retirement Account Owners, The BAM ALLIANCE. This commentary originally appeared August 4 on thebamalliance.com
June 2020
June 29, 2020 - Cultivating an Abundance Mindset, Even in Difficult Times, Becca Craig, Wealth Advisor. This commentary originally appeared June 29 on thebamalliance.com.
June 29, 2020 - Reframing the Social Security Claiming Decision for Married Couples, Jeffrey Levine, Director of Advanced Planning. This commentary originally appeared August 4 on thebamalliance.com
June 29. 2020 - Minimize Regret Over Maximizing Returns, Doug Buchan, Wealth Advisor.This commentary originally appeared June 29 on thebamalliance.com.
June 29, 2020 - Have a Conversation, for You and Your Family, Connie Brezik, Wealth Advisor. This commentary originally appeared June 7 on TheCasperStarTribune.com.
June 3, 2020 - Money and Happiness, Susan Strasbaugh, Wealth Advisor. This commentary originally appeared June 3 on thebamalliance.com.
June 3, 2020 - What Is ‘Bracket Creep’ and How Do You Avoid It?, Jada Diedrich, Wealth Advisor. This commentary originally appeared June 3 on thebamalliance.com.
June 3, 2020 - What Illustrating Your Wealth Transfer Plan Can Show You at a Glance, Stan Purvis, CPA, CFP. This commentary originally appeared June 3 on thebamalliance.com.
Eye on the Indices - as of June 30, 2020
Funds vs the Benchmarks - as of June 30, 2020
May 2020
May 4, 2020 - 6 Steps to Help Protect a Loved One from Financial Elder Abuse, The BAM Alliance. This commentary originally appeared May 4 on thebamalliance.com
May 4, 2020 - Top 10 CARES Act Provisions You Need to Know About, The BAM Alliance. This commentary originally appeared May 4 on the bamalliance.com.
May 4, 2020 - Charitable Giving Opportunities Under the 2020 CARES Act, Elliot Dole, Wealth Advisor. This commentary originally appeared May 4 on thebamalliance.com.
May 4, 2020 - The Key To Saving More For Retirement: Using Your Imagination, Tim Maurer, Director of Advisor Development. This commentary originally appeared April 5 on Forbes.com
March 2020
March 26, 2020 -The Market Volatility Survival Tool: True Grit, Tim Maurer, Director of Advisor Development. This commentary originally appeared on Forbes.com
March 26, 2020 - What Do You Do When Markets Are Down? Build Wealth!, The BAM Alliance. This commentary originally appeared March 26 on thebamalliance.com.
March 26, 2020 - Maximizing Outcomes by Reducing Taxes Over Your Lifetime, Kurt Wunderlich, Client Development Advisor. This commentary originally appeared March 26 on thebamalliance
March 2, 2020 - Chess, Poker, Investing and Life, Doug Buchan, Wealth Advisor. This commentary originally appeared March 2 on thebamalliance.com.
March 2, 2020 - Lean into Life After Work, Jeff Johnson, Wealth Advisor. This commentary originally appeared March 2 on thebamalliance.com
Eye on the Indices - as of March 31, 2020
Funds vs the Benchmarks - as of March 31, 2020
February 2020
February 20, 2020 - Educate Your Heirs, Connie Brezik, Wealth Advisor. This commentary originally appeared February 2 on TheCasperStarTribune.com
February 4, 2020 - Does Your Financial Plan Need Attention? Try This, The BAM Alliance. This commentary originally appeared February 4 on thebamalliance.com.
February 4, 2020 - The SECURE Act and Student Loan Repayments: The Gift of Options, Becca Craig, Associate Wealth Advisor. This commentary originally appeared February 4 on thebamalliance.com
January 2020
January 29, 2020 - The Promise of a New Career: Understanding the Finances of Your New Job, Kurt Wunderlich, Client Development Advisor. This commentary originally appeared January 29 on thebamalliance.com.
January 22, 2020 - Viewing Management Fees on Reinsurance Interval Funds Through the Correct Lens, Larry Swedroe, Chief Research Officer. This commentary originally appeared January 22 on thebamalliance.com
January 16, 2020 - Make life easier in 2020, Connie Brezik, Wealth Advisor. This commentary originally appeared January 12 on TheCasperStarTribune.com
January 14, 2020 - Active Management’s Persistent Failure to Persistently Outperform, Larry Swedroe, Chief Research Officer. This commentary originally appeared January 14 on thebamalliance.com.
December 2019
December 31, 2019 - Crafting Your Spending and Savings Plan: Unlocking the Door to Financial Freedom, Bethany Ketron, Wealth Advisor. This commentary originally appeared December 31 on thebamalliance.com
December 9, 2019 - Recency Bias Erodes Discipline and Destroys Investor Returns: Reconsidering Reinsurance, Larry Swedroe, Chief Research Officer. This commentary originally appeared December 9 on thebamalliance.com.
December 5, 2019 - Turning a Saver Into a Spender, Connie Brezik, Wealth Advisor. This commentary originally appeared November 30 on TheCasperStarTribune.com
Eye on the Indices - as of December 31, 2020
Fund Performance Vs Benchmarks - as of December 31, 2020
November 2019
November 7, 2019 - Figuring Out if You Should Retire, Connie Brezik, Wealth Advisor. This commentary originally appeared November 2 on TheCasperStarTribune.com
November 6, 2019 - Living a Life Worthy of a Legacy at Any Age, Tim Maurer, Director of Advisor Development. This commentary originally appeared October 19 on Forbes.com
November 1, 2019 - A Successful Small Business Start-Up, Connie Brezik, Wealth Advisor. This commentary originally appeared on November 1 on TheCasperStarTribune.com.
October 2019
October 31, 2019 - Finding and Supporting Your Passion, The BAM ALLIANCE. This commentary originally appeared on thebamalliance.com on October 31, 2019.
October 3, 2019 - Dot Your I’s and Cross Your T’s: Navigating the Complexities of Public Service Student Loan Forgiveness, Becca Craig, ABA. This commentary originally appeared on thebamalliance.com on October 3, 2019.
September 2019
September 30, 2019 -The Foundational Aspects of Planning Your Legacy, Elliot Dole, CFP®, EA, AEP®, CExP™, CAP®. This commentary originally appeared on thebamalliance.com on September 30, 2019.
September 25, 2019 - What’s First with Your Next Dollar: Investing or Paying Off Debt, Kurt Wunderlich, Wealth Advisor. This commentary originally appeared on thebamalliance.com on September 25, 2019.
September 16, 2019 - Are You a Hole-in-One Investor or a Scratch Investor?, Doug Buchan, Wealth Advisor. This commentary originally appeared on thebamalliance.com on September 16, 2019.
September 6, 2019 - Countdown to Retirement, Sue Stevens, Wealth Advisor. This commentary originally appeared on StevensVisionary.com
September 3, 2019 - The Fear of Offending, Connie Brezik, Wealth Advisor. This commentary originally appeared February 9 on TheCasperStarTribune.com
Eye on the Indices - as of September 30, 2019
Fund Performance Vs Benchmarks - as of September 30, 2019
August 2019
August 22, 2019 - Getting Back to the Basics by Getting the Definitions Right, Doug Buchan, Wealth Advisor. This commentary originally appeared on thebamalliance.com on August 22, 2019.
August 20, 2019 - Should You Worry About an Inverted Yield Curve?, Larry Swedroe Chief Research Officer. A version of this article previously appeared on ETF.com.
August 8, 2019 - Money and Marriage: The Financial Plan for Marital Bliss, Kurt Wunderlich, Wealth Advisor. This commentary originally appeared on thebamalliance.com on August 8, 2019.
July 2019
July 30, 2019 - A Second Quarter Review of 2019 ‘Sure Things’, Larry Swedroe, Chief Research Officer. This commentary originally appeared July 18 on AdvisorPerspectives.com
July 26, 2019 - How to Craft a More Fulfilling Vacation Using Insight from Business and Investing, Tim Maurer, Director of Advisor Development. This commentary originally appeared July 14 on Forbes.com
July 19, 2019 - The Historical Imperative for International Diversification, Larry Swedroe, Chief Research Officer. This commentary originally appeared July 5 on AdvisorPerspectives.com
July 17, 2019 - Why Dismissing Social Security in Your Retirement Plan Is a Mistake, Jarrett Simpson, Wealth Advisor. This commentary originally appeared on thebamalliance.com on July 17, 2019.
July 12, 2019 - Do You Really Want to Retire?, Connie Brezik, Associate Wealth Advisor. This commentary originally appeared July 7 on TheCasperStarTribune.com
July 8, 2019 - Preparing for Parenting: Staring Down the Financial Precipice, Kurt Wunderlich, Associate Wealth Advisor. This commentary originally appeared on thebamalliance.com on July 8, 2019.
Eye on the Indices - as of June 30, 2019
Fund Performance Vs Benchmarks - as of June 30, 2019
June 2019
June 25, 2019 - Life 2.0, Sue Stevens, Associate Wealth Advisor. This commentary originally appeared on StevensVisionary.com
June 18, 2019 - Your Home Is a Personal Asset, Connie Brezik, Associate Wealth Advisor, Wealth Advisor. This commentary originally appeared May 4 on CasperStarTribune.com
June 13, 2019 - Annual Portfolio Performance: A Valuable Metric?, Doug Buchan, Associate Wealth Advisor. This commentary originally appeared on thebamalliance.com on June 13.
June 6, 2019 - Factors Are For Holding, Larry Swedroe, Chief Research Officer. This commentary originally appeared May 24 on ETF.com.
June 4, 2019 - What’s in a Fund Name?, Larry Swedroe. This commentary originally appeared May 22 on ETF.com
May 2019
May 22, 2019 - The Trouble with Convenience, Kurt Wunderlich. This commentary originally appeared on thebamalliance.com on May 22.
May 21,2019 - The Toll of New Trade Tensions and Your Portfolio, Kevin Grogan. This commentary originally appeared on thebamalliance.com on May 21.
May 17,2019 - Climate Change Investing Research, Larry Swedroe, Chief Research Officer. This commentary originally appeared April 30 on ETF.com
May 15, 2019 - Stock Volatility and Trade Tensions, Tim Maurer, Director of Advisor Development. This commentary originally appeared May 7 on NBRbizrpt’s YoutTube channel
May 1, 2019 - R.I.P. Book Value?, Jared Kizer. This commentary originally appeared April 25 on MultifactorWorld.com
April 2019
April 19, 2019 - Be More Purposeful With Seinfeld’s Productivity Hack, Tim Maurer. This commentary originally appeared January 6 on Forbes.com
April 17, 2019 - Revisiting the Benefits of International Diversification, Larry Swedroe. This commentary originally appeared April 3 on ETF.com
Eye on the Indices - as of March 31, 2019
Fund Performance Vs Benchmarks - as of March 31, 2019
March 2019
March 27, 2019 - Evidence-Based Investing Captures What Traditional Indexing Leaves Behind, Ryan Jennings. This commentary originally appeared on thebamalliance.com on Mar
March 25, 2019 - Planning a Successful and Meaningful Life in Retirement, Larry Swedroe, Chief Research Officer. This commentary originally appeared March 15 on ETF.com
March 18, 2019 - 2018’s Active Vs. Index Scorecard, Larry Swedroe, Director of Research. This commentary originally appeared March 13 on ETF.com
March 8, 2019 - Financial Advisors: Are You An Explainer, Elucidator Or Enchanter? Tim Maurer, Director of Advisor Development. This commentary originally appeared March 3 on Forbes.com
March 6, 2019 - Four Critical Elements of a Sound Investment Strategy Kevin Grogan, Director of Investment Strategy. Find it on TheStreet.com
March 1, 2019 - A Tale Of 3 Small Value Funds Larry Swedroe, Director of Research. This commentary originally appeared January 31 on ETF.com
February 2019
February 15, 2019 - When Value Performs Poorly Jared Kizer, Chief Investment Officer. This commentary originally appeared January 29 on MultifactorWorld.com
February 12, 2019 - Do Surprises Really Move Markets? Larry Swedroe, Director of Research. This commentary originally appeared January 28 on ETF.com
February 11, 2019 - From Divorce Issues to Shoe Spending, Financial Advisers are Hearing it All Adam Yofan, CPA/PFS. Find it on The Pittsburgh Post-Gazette
February 7, 2019 - Retirement Tips for a Long Lifetime Katie Keary, Wealth Advisor. Find it on Kiplinger.com
February 6, 2019 - How Federal-Government Workers Should Approach Their ‘Shutdown Debt’ Kent Schmidgall, Wealth Advisor. Find it on MarketWatch.com
January 2019
January 28, 2019 - Investing Lessons from 2018 Larry Swedroe, Director of Research.This commentary originally appeared January 21 on ETF.com
January 28, 2019 - What Does It Mean To Have Enough? It’s Up To You. Tim Maurer, Director of Advisor Development. This commentary originally appeared January 28 on thebamalliance.com.
January 24, 2019 - Retirees Need a Life Plan, Not Just a Financial One Larry Swedroe, Director of Research. Find it on STLToday.com
January 18, 2019 - Conflicting Interests in Commercial Banks’ Investment Management Larry Swedroe, Director of Research. This commentary originally appeared December 3 on ETF.com
January 16, 2019 - Be More Purposeful In 2019 With Seinfeld’s Productivity Hack Tim Maurer, Director of Advisor Development. This commentary originally appeared January 6 on Forbes.com
January 14, 2019 - Long/Short Portfolios Can Improve Tax Efficiency Larry Swedroe, Director of Research. This commentary originally appeared December 5 on ETF.com
January 11, 2019 - Financial Planning for Investors in Their 40s Tim Maurer, Director of Advisor Development. Find it on CNBC.com
January 9, 2019 - The Sky Isn’t Falling Larry Swedroe, Director of Research. This commentary originally appeared January 4 on ETF.com
January 7, 2019 - Investing for the Long Term amid Stock Market Volatility Jared Kizer, Chief Investment Officer. This commentary originally appeared January 7 on thebamalliance.com.
January 2, 2019 - Top 10 Personal Finance Books to Really Understand Money and Life Tim Maurer, Director of Advisor Development. This commentary originally appeared December 22 on Forbes.com
Eye on the Indices - as of December 31, 2018
Fund Performance Vs Benchmarks - as of December 31, 2018
December 2018
December 10, 2018 -Are Corporate Bonds Worth the Risk? Larry Swedroe, Director of Research. This commentary originally appeared November 28 on ETF.com
December 6, 2018 - Here’s How You Should Prepare for That Next Bear Market Tim Maurer. Director of Advisor Development. Find it on CNBC.com
December 3, 2018 - The Basics of a Spend-Down Strategy William Morgan, Wealth Advisor. This commentary originally appeared December 3 on thebamalliance.com.
November 2018
November 29, 2018 - Financial Decision-Making in an Aging World Larry Swedroe, Director of Research. This commentary originally appeared November 12 on ETF.com
November 27, 2018 - The Guide to Happy Giving Tim Maurer, Director of Advisor Development. A version of this commentary originally appeared December 5, 2014 on Forbes.com
November 20, 2018 - Temperament Trumps Intellect in Investing Larry Swedroe, Director of Research. This commentary originally appeared November 16 on ETF.com
November 19, 2018 - Tools to Help Realize Your Year-End Charitable Giving Goals Jada Diedrich, Wealth Advisor. This commentary originally appeared November 19 on thebamalliance.com.
October 2018
October 31, 2018 - Market Volatility and Equity Performance Jared Kizer, Chief Investment Officer. This commentary originally appeared October 31 on thebamalliance.com.
October 29, 2018 - Credit Premium: Fact(or) Fiction Jared Kizer, Chief Investment Officer. This commentaryoriginally appeared October 24 on MultifactorWorld.com
October 24, 2018 - Be Prepared for Losses Larry Swedroe, Director of Research,. This commentary originally appeared October 3 on ETF.com Note: Data presented in this blog is from Kenneth French’s website.
October 17, 2018 - An Awakening Bear? Larry Swedroe, Director of Research. This commentary originally appeared October 15 on ETF.com
October 12, 2018 - Tim Maurer’s Top 10 Personal Finance Books Tim Maurer, Director of Advisor Development. This commentary originally appeared October 12 on thebamalliance.com.
October 10, 2018 - Finding Fulfilling Work: Live Out Your Calling as an Artisan Tim Maurer, Director of Advisor Development. This commentary originally appeared May 28 on Forbes.com
October 9, 2018 - Examining Bond Premiums Larry Swedroe, Director of Research. This commentary originally appeared October 5 on ETF.com
Eye on the Indices - as of September 30, 2018
Fund Performance Vs. Benchmarks - as of September 30, 2018
September 2018
September 24, 2018 - A Factor with Caveats Larry Swedroe, Director of Research. This commentary originally appeared September 14 on ETF.com
September 19, 2018 - The Mathematics of Asset Location Kevin Grogan, Director of Investment Strategy. This commentary originally appeared September 19 on thebamalliance.com.
September 18, 2018 - A High-Level View of the Asset Location Decision Kevin Grogan, Director of Investment Strategy. This commentary originally appeared September 18 on thebamalliance.com.
September 17, 2018 - The Value of Pension Plan Investment Consultants Larry Swedroe, Director of Research. This commentary originally appeared August 29 on ETF.com
September 17, 2018 - The Basics of a Spend-Down Strategy William Morgan, Wealth Advisor, Buckingham Strategic Wealth. This commentary originally appeared September 17 on thebamalliance.com.
September 17, 2018 - A Guide to Starting Family Financial Conversations Jeff Johnson, Wealth Advisor. This commentary originally appeared September 17 on thebamalliance.com.
September 17, 2018 - Making Harmony with Money Tad Gray, Wealth Advisor. This commentary originally appeared September 6 on 21CM.org
September 14, 2018 - Factors and Emerging Markets Larry Swedroe, Director of Research. This commentary originally appeared August 31 on ETF.com
September 12, 2018 - Active Management’s Surprising Survival Larry Swedroe, Director of Research. This commentary originally appeared August 20 on ETF.com
September 7, 2018 - Re-Examining Emerging Markets Equity Jared Kizer, Chief Investment Officer. This commentary originally appeared September 6 on MultifactorWorld.com
September 4, 2018 - The Top 10 Places Your Next Dollar Should Go Tim Maurer, Director of Advisor Development. A version of this commentary originally on Forbes.com
August 2018
August 30, 2018 - TIPS versus Nominal Bonds Larry Swedroe, Director of Research. This commentary originally appeared August 24 on ETF.com
August 27, 2018 - Five Ways to Become More Financially Engaged Katie Keary, Wealth Advisor. This commentary originally appeared August 27 on thebamalliance.com.
August 16, 2018 - Maintaining a Globally Diversified Portfolio Jared Kizer, Chief Investment Officer. This commentary originally appeared August 16 on MultifactorWorld.com
August 13, 2018 - Persistence Among Active Funds Is Hard To Come By Larry Swedroe, Director of Research. This commentary originally appeared August 3 on ETF.com
August 8, 2018 - The Curious Behavior of TIPS Jared Kizer, Chief Investment Officer. This commentary originally appeared August 3 on MultifactorWorld.com
August 7, 2018 - The Unique Retirement Issues Facing Women Larry Swedroe, Director of Research. Find it on AdvisorPerspectives.com
August 2, 2018 - Important To-Do’s Before Sending Your Child Off to College Ken Rosenbaum, Wealth Advisor. This commentary originally appeared August 2 on thebamalliance.com.
July 2018
July 27, 2018 - Know Your Risk Inclinations and Investor Personality Larry Swedroe, Director of Research. This commentary originally appeared July 12 on ETF.com
July 25, 2018 - Cybersecurity Insights: Protecting Your Child’s Identity Jared Hoffman, Relationship Director. This commentary originally appeared July 25 on thebamalliance.com.
July 24, 2018 - Inverted Yield Curves and Future Equity Returns Jared Kizer, Chief Investment Officer. This commentary originally appeared July 20 on MultifactorWorld.com
July 19, 2018 - Financial Planning for the Person Who Has Everything Tim Maurer, Director of Advisor Development. This commentary originally appeared July 15 on Forbes.com
July 17, 2018 - Persistent Fund Alpha and Active Manager Skill Larry Swedroe, Director of Research. This commentary originally appeared June 20 on ETF.com
July 16, 2018 - Estimating Underperformance Probabilities Jared Kizer, Chief Investment Officer. This commentary originally appeared July 12 on MultifactorWorld.com
July 13, 2018 - The Keys to Effective Budgeting: Autonomy and Automation Tim Maurer, Director of Advisor Development. This commentary originally appeared May 8 on Forbes.com
July 12, 2018 - Diversifying Through Reinsurance and Marketplace Lending Interval Funds. Larry Swedroe, Director of Research. Find it on AAII.com
July 11, 2018 - Tariff Talk and Trade Troubles The BAM ALLIANCE. This commentary originally appeared July 11 on thebamalliance.com.
July 6, 2018 - The Long-Term Evidence on Factor-Based Investing Larry Swedroe, Director of Research. This commentary originally appeared June 25 on ETF.com
July 5, 2018 - Is Company Size Irrelevant? Jared Kizer, Chief Investment Officer. This commentary originally appeared June 25 on Multifactorworld.com.
Eye on the Indices - as of June 30, 2018
Fund Performance Vs. Benchmarks - as of June 30, 2018
June 2018
June 29, 2018 - Why Corporate Bonds Aren’t Worth the Risk Jared Kizer, Chief Investment Officer. Find it on CityWireUSA.com
June 28, 2018 - Helping You Align Your Values and Goals Katie Keary, Wealth Advisor. This commentary originally appeared June 28 on thebamalliance.com.
June 26, 2018 - Rediscovering the Size Effect Larry Swedroe, Director of Research. This commentary originally appeared June 15 on ETF.com
June 14, 2018 - Financial Illiteracy’s High Cost Larry Swedroe, Director of Research. This commentary originally appeared June 4 on ETF.com
June 7, 2018 - Building a Better Bond Portfolio. Brian Haywood. Read the story on CNBC.com.
June 6, 2018 - Lottery Stocks Remain a Losing Game. Larry Swedroe, Director of Research. This commentary originally appeared May 21 on ETF.com.
June 1, 2018 - Reexamining the Need for Corporate Bonds Larry Swedroe, Director of Research. This commentary originally appeared May 18 on ETF.com.
May 2018
May 31, 2018 - Integrating Investment, Tax and Legacy Strategies Sue Stevens, Wealth Advisor, Buckingham Strategic Wealth. This commentary originally appeared May 31 on thebamalliance.com.
May 25, 2018 - Investing Lessons from a Poker Player. Larry Swedroe, Director of Research. This commentary originally appeared May 11 on ETF.com
May 23, 2018 - Choosing the Right College Savings Plan. Sue Stevens, Wealth Advisor, Buckingham Strategic Wealth. This commentary originally appeared May 23 on thebamalliance.com.
May 18, 2018 - 5 Steps to Maximize Your Workday Tim Maurer, Director of Advisor Development. This commentary originally appeared May 18 on thebamalliance.com
May 16, 2018 - In Defense of the Home Mortgage: Not all Debt Is Bad Debt Michael J. Evans, Founder, The Cogent Advisor. Learn more about The Cogent Advisor
May 15, 2018 - The Financial Perils of Old Age Larry Swedroe, Director of Research. This commentary originally appeared April 25 on ETF.com
May 10, 2018 - Is a Million Bucks Enough to Retire? Tim Maurer, Director of Advisor Development. This commentary originally appeared June 18 on Forbes.com
May 7, 2018 - Chasing Returns Is a Hard Catch. Larry Swedroe, Director of Research. This commentary originally appeared April 20 on ETF.com
April 2018
April 25, 2018 - Fixed Income Quick Take: What Is a Bond Ladder? Blerina Hysi, Fixed Income Advisor, BAM Advisor Services. This commentary originally appeared April 25 on thebamalliance.com
April 24, 2018 - Retirement: Is it Ever Too Early to Start Saving? Tim Maurer, Director of Advisor Development. Find it on WNPR.org
April 20, 2018 - Allocating Your Most Valuable Asset — You. Tim Maurer, Director of Advisor Development.This commentary originally appeared March 21 on Forbes.com
April 19, 2018 - Complex Instruments Don’t Enhance Bond Fund Performance. Larry Swedroe, Director of Research. This commentary originally appeared April 9 on ETF.com
April 18, 2018 - Shorting’s Impact on Tax-Efficiency. Larry Swedroe, Director of Research,. This commentary originally appeared March 14 on ETF.com
April 10, 2018 - Value May Be Down, But It’s Not Out. Larry Swedroe, Director of Research. This commentary originally appeared April 5 on ETF.com
April 5, 2018 - Financial Distress and Stock Returns Larry Swedroe, Director of Research. This commentary originally appeared March 26 on ETF.com
March 2018
March 27, 2018 - Active Management Can’t Crack Inefficient Markets . Larry Swedroe, Director of Research. This commentary originally appeared March 9 on ETF.com
March 23, 2018 - The Financial Advisors’ Guide to Being a Better Human. Tim Maurer, Director of Advisor Development. This commentary originally appeared March 18 on Forbes.com
March 21, 2018 - Taxes Are Everywhere, But So Are Planning Opportunities William Morgan, Wealth Advisor, Buckingham Strategic Wealth. This commentary originally appeared March 21 on thebamalliance.com
March 16, 2018 - A Comprehensive Strategy to Reduce Black Swan Risk The BAM ALLIANCE. Find it on AdvisorPerspectives.com
March 13, 2018 - Warren Buffett’s Secret Sauce Loses Its Flavor Larry Swedroe, Director of Research.This commentary originally appeared March 9 on ETF.com
March 9, 2018 - Are You a Complainer, Consumer or Contributor? Tim Maurer, Director of Advisor Development. This commentary originally appeared March 3 on Forbes.com
March 6, 2018 - The Differences Between the Equity and Fixed Income Markets. Blerina Hysi, Fixed Income Advisor, BAM Advisor Services. This commentary originally appeared March 6 on thebamalliance.com
March 5, 2018 - Active Management Fails in Fixed Income. Larry Swedroe, Director of Research. This commentary originally appeared March 2 on ETF.com
February 2018
February 27, 2018 - Does Active Management Pay in Bond Markets? Larry Swedroe, Director of Research. This commentary originally appeared January 31 on ETF.com
February 21, 2018 - Recency Bias Can Derail You. Larry Swedroe, Director of Research. This commentary originally appeared February 14 on ETF.com
February 15, 2018 - Putting Market Volatility In Perspective. The BAM ALLIANCE. This commentary originally appeared February 15, 2018 on thebamalliance.com
February 14, 2018 - The Four Horsemen of Your Portfolio. Larry Swedroe, Director of Research. This commentary originally appeared February 7 on ETF.com
February 13, 2018 - The Only Market Volatility Prediction You Can Count On. Tim Maurer, Director of Advisor Development. This commentary originally appeared February 11 on Forbes.com
February 9, 2018 - A Long-Term Perspective on the Stock Market Downturn. Jared Kizer, Chief Investment Officer. This commentary originally appeared February 9, 2018 on thebamalliance.com.
February 7, 2018 - Expect Volatility. Sue Stevens, Wealth Advisor, Buckingham Strategic Wealth. This commentary originally appeared February 7, 2018 on thebamalliance.com.
February 6, 2018 - Has the Size Premium Disappeared? Larry Swedroe, Director of Research. This commentary originally appeared January 29 on ETF.com
February 2, 2018 -NAVigating Your Year-End Investment Statement’s Change in Market Value. Bill Kaiser, Wealth Advisor, Bland Garvey Wealth Advisors, Richardson, TX. Learn more about Bland Garvey Wealth Advisors.
January 2018
January 30, 2018- Rising Interest Rates and the Impact on Bond Portfolios. Larry Swedroe, Director of Research . This commentary originally appeared January 26 on ETF.com
January 17, 2018 - How to Avoid Being Victimized by Financial Deception. Tim Maurer, Director of Personal Finance. This commentary originally appeared January 14 on Forbes.com
January 22, 2018 - Investing Lessons from 2017. Larry Swedroe, Director of Research. This commentary originally appeared January 16 on ETF.com.
January 9, 2018 - How to Manage Your Money in 2018. Tim Maurer, Director of Personal Finance. Find it on Today.com.
Sepbember 15, 2016 - Enticing Retirement Plan Participants to Save. Judi Pflaumer, Wealth Strategist, Wealth Management Group, LLC. A version of this article originally appeared August 29 on Investopedia.com
December 2017
December 18, 2017 - Entrepreneur Shares ‘Life-Saving’ Career Change. Tim Maurer, Director of Personal Finance. This commentary originally appeared December 10 on Forbes.com
December 07, 2017 - Demystifying Planning & Paying for College: A MoneyZen Conversation with Wealth Advisor David Ressner. Manisha Thakor, Director of Wealth Strategies for Women. Full recording available on soundcloud.com.
December 6, 2017 - Fixed Income Quick Take: In-State vs. Out-of-State Bonds. Steve Wiechel, Fixed Income Advisor, Buckingham. This commentary originally appeared December 6 on thebamalliance.com.
November 2017
November 29, 2017 - Divorce: Unveiling The Unspoken Truth. Manisha Thakor, Director of Wealth Strategies for Women. Full recording available on soundcloud.com.
November 16, 2017 - Women Changing the Face of Business. Manisha Thakor, Director of Wealth Strategies for Women. Full recording available on soundcloud.com.
November 15, 2017 - Don’t Try and Keep Up with the Joneses When it Comes to Investment Risk. Tim Maurer, Director of Personal Finance. Find it on CNBC.com
November 13, 2017 - Bollinger Band Blues: Another Anomaly Disappears Post-Publication. Larry Swedroe, Director of Research. This commentary originally appeared November 1 on ETF.com
November 02, 2017 - What to Consider When Choosing a Mutual Fund. Tim Maurer, Director of Personal Finance. This commentary originally appeared October 27, 2017 on NBR/Youtube.com
November 01, 2017 - This Is How We Rise: A MoneyZen Conversation with Claudia Chan. Manisha Thakor, Director of Wealth Strategies for Women. Full recording available on soundcloud.com
October 2017
October 30, 2017 - The Low Volatility Anomaly in Perspective. Larry Swedroe, Director of Research. This commentary originally appeared October 13 on ETF.com
October 26, 2017 - Cash-Flush Millennials Spending Wisely. Tim Maurer, Director of Personal Finance. Find it on CNBC.com
October 20, 2017 - GreenMoney Journal’s 25th Anniversary: A MoneyZen Conversation with Cliff Feigenbaum. Manisha Thakor. Director of Wealth Strategies for Women. Full recording available on soundcloud.com.
October 20, 2017 - Checking in on 2017’s ‘Sure Things’. Larry Swedroe, Director of Research. This commentary originally appeared October 16 on ETF.com
October 19, 2017 - A Global View of Equity Valuations. Larry Swedroe, Director of Research. This commentary originally appeared October 11 on ETF.com
October 17, 2017 - To Be a Retirement Savings Pro, Act as if ‘Someday’ Is Today. Tim Maurer, Director of Personal Finance. This commentary originally appeared October 10 on CNBC.com
September 15, 2017 - The Financial Planning Industry’s Feminine Famine With Eleanor Blayney. Manisha Thakor, Director of Wealth Strategies for Women. Full recording available on soundcloud.com.
October 16, 2017 - Discipline Is Critical to Successful Investing. Larry Swedroe, Director of Research. This commentary originally appeared October 9 on ETF.com
October 12, 2017 - Tips to Help Teach Your Children About Money. Stuart Vick Smith, ML&R Wealth Management, Austin, TX. Full recording available on KVUE.com
October 10, 2017 - Breaking Money Silence: A MoneyZen Interview with Kathleen Burns Kingsbury. Manisha Thakor, Director of Wealth Strategies for Women. Full recording available on soundcloud.com.
October 6, 2017 - Race Car Driver Danica Patrick on Finding the Motivation for Financial Responsibility. Tim Maurer, Director of Personal Finance. This commentary originally appeared September 30, 2017 in Forbes.com
October 4, 2017 - Find Your “Work+Life” Fit with Flex+Strategy Group CEO Cali Yost. Manisha Thakor, Director of Wealth Strategies for Women. Full recording available on soundcloud.com.
October 2, 2017 - The Problem of Scope. Larry Swedroe, Director of Research. This commentary originally appeared September 22 on ETF.com
September 2017
September 28, 2017 - How to Avoid Letting Money Destroy Your Relationships. Tim Maurer, Director of Advisor Development,. This commentary originally appeared June 13, 2016 on Forbes.com
September 26, 2017 - 37 Angels and Angel Investing: A MoneyZen Interview with Angela Lee. Manisha Thakor, Director of Wealth Strategies for Women. Full recording available on soundcloud.com.
September 22, 2017 - In Defense of the Home Mortgage: Not all Debt Is Bad Debt. Michael J. Evans, Founder, The Cogent Advisor. This commentary originally appeared September 22 on thebamalliance.com.
Septmeber 21, 2017 - How Fantasy Ruins Football (and Investing). Tim Maurer, Director of Personal Finance. This commentary originally appeared September 3 on Forbes.com
September 19, 2017 - Personal Finance Warrior: A MoneyZen Conversation with Kelly Gushue. Manisha Thakor, Director of Wealth Strategies for Women. Full recording available on soundcloud.com
September 1, 2017-Ways to Properly Prepare for Retirement. Stuart Vick Smith, ML&R Wealth Management, Austin, TX. Full recording available on KVUE.com.
August 2017
August 30, 2017 -Long Term Disability vs. Long Term Care Insurance: A MoneyZen Conversation with Tim Maurer. Manisha Thakor, Director of Wealth Strategies for Women. Full recording available on soundcloud.com.
August 29, 2017 - Parents: Don’t Sacrifice Yourselves on The Altar of Your Children’s Education. Tim Maurer, Director of Personal Finance. This commentary originally appeared April 29 on Forbes.com
August 24, 2017 - Solving for the Qualitative Deficit in Financial Planning. Tim Maurer, Director of Advisor Development. This commentary originally appeared July 28 on Forbes.com
August 22, 2017 - Discovering Our Authentic Careers — An Interview With Gur Tsabar. Manisha Thakor, Director of Wealth Strategies for Women. Full recording available on soundcloud.com.
August 17, 2017 - How to Fill That Career-Shaped Hole. Tim Maurer, Director of Advisor Development. This commentary originally appeared January 21 on Forbes.com
August 11, 2017 - In Tax Planning, Planning Is the Operative Word — Scott Brown. Scott Brown, Managing Member and Wealth Strategist, Wealth Management Group, LLC. This commentary originally appeared July 24, 2013 on thebamalliance.com.
August 9, 2017 - More Evidence on the Persistent Underperformance of Active Funds. Larry Swedroe, Director of Research.This commentary originally appeared June 19 on ETF.com
August 7, 2017 - Youth + Roth IRA/401(k) = Successful Retirement Planning. Judi Pflaumer, Wealth Strategist, Wealth Management Group, LLC. This commentary originally appeared July 28 on Investopedia.com
August 3, 2018 - Save Social Security for Later, When You Need It Most. Tim Maurer, Director of Advisor Development. This commentary originally appeared January 1 on CNBC.com
August 2, 2017 - Things to Consider Before Sending Your Child Off to College. Bill Kaiser, Wealth Advisor, Bland Garvey Wealth Advisors, Richardson, TX. Learn more about Bland Garvey Wealth Advisors
August 1, 2017 - Financial Literacy and How it Affects Us All: A MoneyZen Conversation With Annamaria Lusardi Manisha Thakor, Director of Wealth Strategies for Women.Full recording available on soundcloud.com.
July 2017
July 25, 2017 - Retirement Readiness: Insights from TCRS President Catherine Collinson. Manisha Thakor, Director of Wealth Strategies for Women. Full recording available on soundcloud.com.
July 12, 2017 Life Reimagined — How Do You Want To Give and Grow? Manisha Thakor, Director of Wealth Strategies for Women. Full recording available on soundcloud.com
July 11, 2017 - Wealth Management for Gen Xers. Stuart Vick Smith, ML&R Wealth Management, Austin, TX. This commentary originally appeared June 28 on KVUE.com
July 5, 2017 - Measuring Active’s Underperformance Against Investable Benchmarks. Larry Swedroe, Director of Research. This commentary originally appeared June 23 on ETF.com
July 3, 2017 - Four Financial Challenges Your Loved Ones in the Military May Be Facing. Joe Delaney, Managing Director, Lifeguard Wealth, San Rafael, CA. This commentary originally appeared July 3 on thebamalliance.com.
June 2017
June 29, 2017 - Take More Risk in Life And Less in Investing. Tim Maurer, Director of Personal Finance. This commentary originally appeared June 25 on Forbes.com
June 27, 2017 - Smart Mom, Rich Mom: A MoneyZen Chat with Author Kimberly Palmer. Manisha Thakor, Director of Wealth Strategies for Women. Full recording available on soundcloud.com.
June 22, 2017 - What’s Your Money Quotient? A Chat with MQ’s Amy Mullen. Manisha Thakor, Director of Wealth Strategies for Women. Full recording available on soundcloud.com.
June 21, 2017 - Estate Planning Includes Preparing Your Heirs. Larry Swedroe, Director of Research. This commentary originally appeared June 12 on advisorperspectives.com
June 16, 2017 - Financial Tips for Your Summer Vacation. Stuart Vick Smith, ML&R Wealth Management, Austin, TX. Full recording available on KVUE.com.
June 15, 2017 - Things to Consider Before Sending Your Child Off to College. Bill Kaiser, Wealth Advisor, Bland Garvey Wealth Advisors, Richardson, TX. This commentary originally appeared June 15 on thebamalliance.com
June 7, 2017 - Skill Exists, But It’s Hard To Find. Larry Swedroe, Director of Research. This commentary originally appeared May 17 on ETF.com
June 6 , 2017 - Adaptation Devaluation: Why A U2 Concert Is Better Than A New Couch. Tim Maurer, Director of Personal Finance. This commentary originally appeared May 20 on Forbes.com
June 5, 2017 - Sorting Luck from Skill. Larry Swedroe, Director of Research. This commentary originally appeared May 15 on ETF.com
June 2, 2017 - iRelaunch: The Return-To-Work Experts. Manisha Thakor, Director of Wealth Strategies for Women. Full recording available on soundcloud.com.
May 2017
May 31, 2017 - Aging is No Guarantee of Financial Wisdom. Larry Swedroe, Director of Research. This commentary originally appeared May 10 on ETF.com
May 31, 2017 - Aging is No Guarantee of Financial Wisdom. Larry Swedroe, Director of Research. This commentary originally appeared May 10 on ETF.com
May 30, 2017 - Parents: Don’t Sacrifice Yourselves on The Altar of Your Children’s Education. Tim Maurer, Director of Personal Finance. This commentary originally appeared April 29 on Forbes.com
May 25, 2017 - Be Brazen with Jennifer Ehlen, CEO of Brazen Global. Manisha Thakor, Director of Wealth Strategies for Women. Full recording available on soundcloud.com.
May 19, 2017 - The 10 Email Commandments You’re Breaking Every Day. Tim Maurer, Director of Personal Finance. This commentary originally appeared May 15 on Forbes.com
May 18, 2017 - Annuities … The Good, the Bad and the Ugly. Joe Delaney, Managing Director, Lifeguard Wealth, San Rafael, CA. This commentary originally appeared May 18 on thebamalliance.com
May 17, 2017 - IPOs An Overhyped Investment Idea. Larry Swedroe, Director of Research. This commentary originally appeared May 3 on ETF.com
May 16, 2017 - MoneyZen Podcast: Socially Responsible Investing With Katherine Collins of Honeybee Capital. Manisha Thakor, Director of Wealth Strategies for Women. Full recording available on soundcloud.com.
May 10, 2017 - Two New Books About Finance for the Average Investor. Larry Swedroe, Director of Research Larry Swedroe. This commentary originally appeared May 1, 2017 on ETF.com
May 3, 2017 - You Have $10 Million and 10 Years to Live. What Would You Do? Manisha Thakor, Director of Wealth Strategies for Women. Find it on WSJ.com
April 2017
April 28, 2017 - The Do Less Experiment. Manisha Thakor, Director of Wealth Strategies for Women. Full recording available on soundcloud.com.
April 26, 2017 - Why Every Millennial Should Consider Funding a Roth IRA. Tim Maurer, Director of Personal Finance. This commentary originally appeared February 22 on Forbes.com
April 24, 2017 - Understanding Different Types of Risks. Larry Swedroe, Director of Research. This commentary originally appeared April 12 on ETF.com
April 20, 2017 - Following Up On 2017’s ‘Sure Things’. Larry Swedroe, Director of Research. This commentary originally appeared April 10 on ETF.com
April 18, 2017 - Financial Spring Cleaning: Life Insurance Audit. Tim Maurer, Director of Personal Finance. This commentary originally appeared April 11 on Forbes.com
April 14, 2017 - Private Equity Adds Risk, Little Return. Larry Swedroe, Director of Research. This commentary originally appeared March 27 on ETF.com
April 13, 2017 - How to Help Aging Parents With Their Finances. Stuart Vick Smith, ML&R Wealth Management, Austin, TX. Full recording available on KVUE.com.
April 11, 2017 - Smart Women Love Money – with Powerhouse Assets CEO Alice Finn. Manisha Thakor, Director of Wealth Strategies for Women. Full recording available on soundcloud.com.
April 10, 2017 - Estate Planning: An Ounce of Prevention, a Pound of Cure. Joe Delaney, Managing Director, Lifeguard Wealth, San Rafael, CA. This commentary originally appeared April 10 on thebamalliance.com
April 5, 2017 - When Emerging Markets Outperform. Larry Swedroe, Director of Research. This commentary originally appeared March 24 on ETF.com
April 3, 2017 - Factor Human Capital Into Your Financial Plans. Larry Swedroe, Director of Research. This commentary originally appeared March 20 on ETF.com
March 2017
March 30, 2017 - Women and The Investment Gap: It’s Time to Catch Up. Stuart Vick Smith, ML&R Wealth Management, Austin, TX. This commentary originally appeared March 30 on thebamalliance.com
March 17, 2017 - Financial Calm and Confidence. Manisha Thakor, Director of Wealth Strategies for Women. This commentary originally appeared March 17 on thebamalliance.com
March 29, 2017 - Don’t Be Distracted By Gold’s Glitter. Larry Swedroe, Director of Research. This commentary originally appeared March 18 on Forbes.com
March 28, 2017 - The Antidote To Stock Market Hysteria. Tim Maurer, Director of Personal Finance. This commentary originally appeared March 18 on Forbes.com
March 23, 2017 - Women Changing the Face of Business. Manisha Thakor, Director of Wealth Strategies for Women. Full recording available on soundcloud.com.
March 21, 2017 - Why Busyness Isn’t Good Business. Tim Maurer, Director of Personal Finance. This commentary originally appeared March 11 on Forbes.com
March 20, 2017 - What Does It Mean to Be a Fiduciary to Your Employees? Judi Pflaumer, Wealth Strategist, Wealth Management Group, LLC. This commentary originally appeared March 15 on Investopedia.com
March 15, 2017 - Protecting Your Employees' Benefits as a Fiduciary. Judi Pflaumer, Wealth Strategies, Wealth Management Group, LLC. This commentary originally appeared March 15, 2017 on investopedia.com
March 15, 2017 - When Vice Outperforms Virtue. Larry Swedroe, Director of Research. This commentary originally appeared March 3 on ETF.com
March 7, 2017 - The Three-Step Investor’s Guide to Navigating the Financial Advisory Fiduciary Issue. Tim Maurer, Director of Personal Finance. This commentary originally appeared February 24 on Forbes.com
March 3, 2017 - Social Security, and Getting Your Fair Share, with Steve Weiss. Manisha Thakor, Director of Wealth Strategies for Women. Full recording available on soundcloud.com.
March 2, 2017 - Your Investing Habits May Be Affected by Your Genetics. Larry Swedroe, Director of Research. This commentary originally appeared February 21 on ETF.com
March 1, 2017 - Turning 70 1/2? Prepare to Tap Into Your Retirement Accounts. Tim Maurer, Director of Personal Finance. This commentary originally appeared February 23 on CNBC.com
February 2017
February 28, 2017 - Investing in Volatile Times. Stuart Vick Smith, ML&R Wealth Management, Austin, TX. This commentary originally appeared February 28, 2017 on thebamalliance.com
February 24, 2017 - Five Reasons Why Non-Digital Time Management Is More Productive. Tim Maurer, Director of Personal Finance. This commentary originally appeared February 8 on Forbes.com
February 22, 2017 - Find Your “Work+Life” Fit with Flex+Strategy Group CEO Cali Yost. Manisha Thakor, Director of Wealth Strategies for Women. Full recording available on soundcloud.com.
February 21, 2017 - ‘Sure Things’ to Watch for in 2017. Larry Swedroe, Director of Research. This commentary originally appeared February 1 on ETF.com
February 15, 2017 - The Financial Planning Industry’s Feminine Famine With Eleanor Blayney. Manisha Thakor, Director of Wealth Strategies for Women. Full recording available on soundcloud.com.
February 13, 2017 - “A State of Heart” Featuring Tim Maurer. Tim Maurer, Director of Personal Finance. This commentary originally appeared February 13 on thebalmalliance.com
February 9, 2017 - How to Make the Most of Working with a Financial Advisor. Tim Maurer, Director of Personal Finance. This commentary originally appeared Aug. 1 on Forbes.com
February 8, 2017 - Build Your Own Dream Network – Insights From Author Kelly Hoey. Manisha Thakor, Director of Wealth Strategies for Women. Full recording available on soundcloud.com.
February 7, 2017 - Looking For Rewards In Hedge Fund Risks. Larry Swedroe, Director of Research. This commentary originally appeared January 13 on ETF.com
February 3, 2017 - How to Fill That Career-Shaped Hole. Tim Maurer, Director of Personal Finance. This commentary originally appeared January 21 on Forbes.com
February 2, 2017 - Lessons from 2016. Larry Swedroe, Director of Research. This commentary originally appeared January 27 on ETF.com
February 1, 2017 - 14 Financial Tips for Millennials. Stuart Vick Smith, ML&R Wealth Management, Austin, TX. This commentary originally appeared February 1 on thebamalliance.com.com.
January 2017
January 31, 2017 - (Un)Happy Anniversary, “Tulipomania”: Bursting Our Bubbles for 380 Years. Joe Delaney, Managing Director, Lifeguard Wealth, San Rafael, CA. This commentary originally appeared January 31 on thebamalliance.com.com.
January 30, 2017 - What 2016 Taught Us About Investing. Tim Maurer, Director of Personal Finance. This commentary originally appeared January 14 on Forbes.com
January 27, 2017 - How to Solve Four Common, but Sticky, Money Issues. Manisha Thakor, Director of Wealth Strategies for Women. This commentary originally appeared December 13 on Cosmopolitan.com
January 26, 2017 - Save Social Security for Later, When You Need It Most. Tim Maurer, Director of Personal Finance. This commentary originally appeared January 1 on CNBC.com
January 25, 2017 - You Have $10 Million and 10 Years to Live. What Would You Do? Manisha Thakor, Director of Wealth Strategies for Women. This commentary originally appeared August 11, 2016 4 on WSJ.com
January 20 , 2017 - Why You Shouldn’t Trust Market Forecasts. Larry Swedroe, Director of Research. This commentary originally appeared January 8, 2017 on STLToday.com
January 19, 2017 - Err on the Side of Conservatism. Tim Maurer, Director of Personal Finance. This commentary originally appeared January 4 on CNBC.com
January 17, 2017 - MoneyZen Podcast: Discovering Our Authentic Careers — An Interview With Gur Tsabar. Manisha Thakor, Director of Wealth Strategies for Women. Full recording available on soundcloud.com
January 13, 2017 - ETFs A Double-Edged Sword. Larry Swedroe, Director of Research. This commentary originally appeared December 28 on ETF.com
January 11, 2017 - Hacking Your 401(k): Three Ways to Maximize Your Savings Tim Maurer, Director of Advisor Development. This commentary originally appeared January 6 on CNBC.com
January 10. 2017 - Active Management and Global Equity Funds: Does it Work Better? Larry Swedroe, Director of Research. This commentary originally appeared December 23 on ETF.com
January 9, 2017 - Reports of the Death of the American Retirement Dream are Greatly Exaggerated. Tim Maurer, Director of Personal Finance. This commentary originally appeared January 6, 2017 on YahooFinance.com
January 5, 2017 - MoneyZen Podcast: Financial Literacy and How it Affects Us All — An Interview With Annamaria Lusardi. Manisha Thakor, Director of Wealth Strategies for Women. Full recording available on soundcloud.com.
January 3, 2017 - Top 5 Books To Put The ‘Personal’ Into Your Finances This New Year. Tim Maurer, Director of Personal Finance. This commentary originally appeared December 3 on Forbes.com
December 2016
December 28, 2016 - Financial Tips for a Fresh Start to 2017.Stuart Vick Smith, ML&R Wealth Management, Austin, TX. This commentary originally appeared KVUE.com
December 27, 2016 - Deflation Isn’t Bad for the Economy or for Stocks. Larry Swedroe, Director of Research. This commentary originally appeared December 14 on ETF.com
December 21, 2016 - American Pension Crisis: How We Got Here.Tim Maurer, Director of Personal Finance. This commentary originally appeared December 9 on Forbes.com
December 20, 2016 - MoneyZen Podcast: Retirement Readiness — Insights from TCRS President Catherine Collinson. Manisha Thakor, Director of Wealth Strategies for Women. Full recording available on soundcloud.com.
December 16, 2016 - Labor Capital, Income Level and Expected Stock Returns.Larry Swedroe, Director of Research. This commentary originally appeared December 2 on ETF.com
December 14, 2016 - You Won’t Get Fooled Again: Understanding the Availability Bias in Investing. Tim Maurer, Director of Personal Finance. This commentary originally appeared September 30 on Forbes.com
December 13, 2016 - MoneyZen Podcast: Count Her In — Eye Opening Data on the Status of Women from Emily Evans. Manisha Thakor, Director of Wealth Strategies for Women. Full recording available on soundcloud.com
December 9, 2016 - Emotion Has Its Place in Financial Planning. Carl Richards. This commentary appeared December 02 on NYTimes.com.
December 8, 2016 - Diversification for the Long Term. Larry Swedroe, Director of Research. This commentary originally appeared November 11 on ETF.com
December 7, 2016 - MoneyZen Podcast: Pooling, Splitting and Lending — Manisha Thakor and Harvard’s Michael Norton Unpack the Awkwardness of Money Conversations. Manisha Thakor, Director of Wealth Strategies for Women. Full recording available on soundcloud.com
December 6, 2016 - The Performance of “Trendy” Mutual Funds. Larry Swedroe, Director of Research. This commentary originally appeared November 11 on MutualFunds.com
December 1, 2016 - MoneyZen Podcast: Divorce in Peace — Attorney Laura Roach Addresses New Ways to Approach Divorce. Manisha Thakor, Director of Wealth Strategies for Women. Full recording available on soundcloud.com
November 2016
November 28, 2016 - The Volatility of Active Management. Larry Swedroe, Director of Research. This commentary originally appeared November 2 on MutualFunds.com
November 25, 2016 - Seven Ways to Avoid Holiday Financial Stress. Manisha Thakor, Director of Wealth Strategies for Women. This commentary originally appeared November 18 on U.S. News.com
November 23, 2016 - The Guide to Happy Giving. Tim Maurer, Director of Personal Finance. A version of this commentary originally appeared December 5, 2014 on Forbes.com
November 15, 2016 - Cross Trading Boosts Mutual Funds Returns. Larry Swedroe, Director of Research. This commentary originally appeared October 21 on ETF.com
November 14, 2016 - How to Budget and Spend Wisely This Holiday Season. Tim Maurer, Director of Personal Finance. This commentary originally appeared October 22 on Today.com
November 10, 2016 - “Free Lunch” Investing Takes Time to Cook. Larry Swedroe, Director of Research. This commentary originally appeared October 17 on ETF.com
November 8, 2016 - MoneyZen Podcast: Navigating Divorce, Financially Speaking — An Interview With Buckingham’s Katie Keary. Manisha Thakor, Director of Wealth Strategies for Women. Full recording available on soundcloud.com
November 7, 2016 - Which Factors Matter to Investors: Explaining Mutual Fund Flows. Larry Swedroe, Director of Research. This commentary originally appeared October 19 on MutualFunds.com
November 5, 2016 - ‘Tis the Tax-Planning Season! Manisha Thakor, Director of Wealth Strategies for Women. This commentary originally appeared November 3rd on CNBC.com
November 4, 2016 - Stuart Vick Smith Unpacks Her New Book, “Finding Your Financial Path”. Stuart Vick Smith, ML&R Wealth Management, Austin, TX. This commentary originally appeared November 4 on KVUE.com
November 3, 2016 - The Biggest Money Mistakes We Make—Decade by Decade. Manisha Thakor, Director of Wealth Strategies for Women. This commentary originally appeared October 26 on WSJ.com
October 2016
October 27, 2016 - MoneyZen Podcast: Smart Mom, Rich Mom — A Chat With Author and Journalist Kimberly Palmer. Manisha Thakor, Director of Wealth Strategies for Women. Full recording available on soundcloud.com
October 20, 2016 - Some Alternatives to Big Banks and Their Record-High Fees. Tim Maurer, Director of Personal Finance. This commentary originally appeared October 17 on CNBC.com
Octover 10, 2016 - Investing in Consumer Loans Comes More into Focus. Larry Swedroe, Director of Research. This commentary originally appeared September 28 on ETF.com
October 7, 2016 - Financial Tips for an Election Year. Stuart Vick Smith, ML&R Wealth Management, Austin, TX. This commentary originally appeared September 28 on KVUE.com
October 6, 2016 - You May Not Drive A Racecar, But You Still Need Life Insurance. Tim Maurer, Director of Personal Finance. This commentary originally appeared September 23 on Forbes.com
October 5, 2016 - Introducing the MoneyZen Podcast with Manisha Thakor.Manisha Thakor, Director of Wealth Strategies for Women. This commentary originally appeared October 5 on thebamalliance.com
October 4, 2016 - Interest Rate Risk and the Low-Volatility Anomaly. Larry Swedroe, Director of Research. This commentary originally appeared September 14 on MutualFunds.com
September 2016
September 30, 2016 - Tax-Loss Harvesting in Inclement Markets.Michael J. Evans, Founder, The Cogent Advisor. This commentary originally appeared September 30 on thebamalliance.com.
September 29, 2016 - What A 12-Year-Old Ukulele Player Teaches Us About Authenticity In Our Work. Tim Maurer, Director of Personal Finance. This commentary originally appeared September 14 on Forbes.com
September 27, 2016 - Follow the Advice You Give Your Clients. Kathleen Longo, Flourish Wealth Management, Minneapolis, MN. A version of this article originally appeared Aug. 19 on Financial Advisor IQ.
September 21 , 2016 - 10 Things You Absolutely Need to Know About Life Insurance. Tim Maurer, Director of Personal Finance. This commentary originally appeared January 5 on Forbes.com
September 20, 2016 - Economic Growth Doesn’t Necessarily Mean Better Returns. Larry Swedroe, Director of Research. This commentary originally appeared September 2 on ETF.com
September 16, 2016 - I Just Inherited $3,000. What Should I Do With It? Manisha Thakor, Director of Wealth Strategies for Women. This commentary originally appeared September 8 on nymag.com.
September 15, 2016 - Enticing Retirement Plan Participants to Save. Judi Pflaumer, Wealth Strategies, Wealth Management Group, LLC. A version of this article originally appeared August 29 on Investopedia.com
September 9, 2016 - Eight Years After Lehman Brothers: Lessons Taught by the Great Recession. Joe Delaney, Managing Director, Lifeguard Wealth, San Rafael, CA. This commentary originally appeared September 9 on thebamalliance.com
September 8, 2016 - Don’t Let Wall Street Fool You Into Taking Too Much Risk. Tim Maurer, Director of Personal Finance. This commentary originally appeared August 27 on Forbes.com
September 7, 2016 - Estate Planning Tips and Planning for the Future. Stuart Vick Smith, ML&R Wealth Management, Austin, TX. This commentary originally appeared August 25 on KVUE.com
September 6, 2016 - IRS Gives Tardy Retirement Savers More Rollover Time. Tim Maurer, Director of Personal Finance. This commentary originally appeared August 26 on CNBC.com
September 2, 2016 - In Defense of the Home Mortgage: Not all Debt Is Bad Debt. Michael J. Evans, Founder, The Cogent Advisor. This commentary originally appeared September 2 on thebamalliance.com.
August 2016
August 31, 2016 - Turnabout: More Millennials Are Helping Mom and Dad. Manisha Thakor, Director of Wealth Strategies for Women. This commentary originally appeared August 24 on CNBC.com
August 26, 2016 - Who Trades on Momentum, and Who Is on the Other Side? Larry Swedroe, Director of Research. This commentary originally appeared August 17 on MutualFunds.com
August 25, 2016 - Research on Luck versus Skill in Mutual Fund Performance Highlights Active Management’s Shortcomings. Larry Swedroe, Director of Research. This commentary originally appeared August 22 on ETF.com
August 24, 2016 - Can’t Take a Real Vacation? Try a Work-cation. Manisha Thakor, Director of Wealth Strategies for Women. This commentary originally appeared Aug. 16 on Glamour.com
August 18, 2016 - Are Mutual Funds “Smart Money”?Larry Swedroe, Director of Research. This commentary originally appeared August 10 on MutualFunds.com
August 12, 2016 - Youth + Roth IRA/401(k) = Successful Retirement Planning. Judi Pflaumer, Wealth Strategies, Wealth Management Group, LLC. This commentary originally appeared July 28 on Investopedia.com
August 11, 2016 - Do You Have a “Gold Medal” 401(k) Plan? Jay E. Pluimer, Director of Retirement Services, Flourish Wealth Management. This commentary originally appeared August 11 on thebamalliance.com
August 10. 2016 - How to Make the Most of Working with a Financial Advisor. Tim Maurer, Director of Personal Finance. This commentary originally appeared Aug. 1 on Forbes.com
August 5, 2016 - Three Simple Strategies to Better Your Odds of Becoming a Self-Made Millionaire. Manisha Thakor, Director of Wealth Strategies for Women. This commentary originally appeared August 1 on Entrepreneur.com
July 2016
July 29, 2016 - It Takes Three: Are You in the Right Relationship?Kathleen Longo, Flourish Wealth Management, Minneapolis, MN. This commentary originally appeared July 29 on thebamalliance.com.
July 28, 2016 - A Free Lunch for Investors. Dan Solin. This commentary originally appeared July 12 on HuffingtonPost.com
July 27, 2016 - Value and Momentum Are a Powerful Combo. Larry Swedroe, Director of Research. This commentary originally appeared July 18 on ETF.com
July 26, 2016 - Is Your Attitude Toward Work Killing Your Retirement Dreams?Tim Maurer, Director of Personal Finance. This commentary originally appeared July 23 on Forbes.com
July 22, 2016 - 2016’s ‘Best City In The World’ Goes To…- Tim Maurer, Director of Personal Finance. This commentary originally appeared July 9 on Forbes.com
July 21, 2016 - Virtues Of Do It Yourself Bond Laddering. Larry Swedroe, Director of Research. This commentary originally appeared July 13 on ETF.com
July 19, 2016 - Four Myths About Investing in Presidential Election Years. Joe Delaney, Managing Director, Lifeguard Wealth, San Rafael, CA. This commentary originally appeared July 19 on thebamalliance.com
July 14, 2016 - No, Really: Just Ignore Day-to-Day Stock Market Fluctuations. Carl Richards. This commentary originally appeared June 27 on NYTimes.com
July 8, 2016 - The Differences Between the Equity and Fixed Income Markets. Blerina Hysi, Fixed Income Advisor, BAM Advisor Services. This commentary originally appeared July 8 on thebamalliance.com
July 1, 2016 - From the Front Row to the Backfield: A Family’s Sports Lessons Learned. The BAM ALLIANCE. This commentary originally appeared July 1 on thebamalliance.com
June 2016
June 28, 2016 - How to Avoid Letting Money Destroy Your Relationships. Tim Maurer, Director of Personal Finance. This commentary originally appeared June 13 on Forbes.com
June 16, 2016 - No Free Lunch and No Free 401(k) Plans. Jay E. Pluimer, Director of Retirement Services, Flourish Wealth Management. This commentary originally appeared June 16 on thebamalliance.com
June 15, 2016 - The Three Biggest Investing Anomalies. Dan Solin, Director of Investor Advocacy. This commentary originally appeared May 17 on HuffingtonPost.com
June 14, 2016 - A Life Full of Experiences May Not Mean Less Financial Security. Carl Richards, Director of Investor Education. This commentary originally appeared May 24 on NYTimes.com
June 10, 2016 - The Overconfident Enemy in the Mirror. Larry Swedroe, Director of Research. This commentary originally appeared May 18 on ETF.com
June 9 , 2016 - Three Ways to Think About “Is It Worth It?”. Carl Richards, Director of Investor Education. This commentary originally appeared May 9 on HuffingtonPost.com
June 8 , 2016 - Grads: How to Save Pennies Now and Retire Rich. Larry Swedroe, Director of Research. This commentary originally appeared April 26 on TIME.com
June 7, 2016 - A Stock Tip That Went Horribly Wrong. Dan Solin, Director of Investor Advocacy. This commentary originally appeared May 24 on HuffingtonPost.com
June 6, 2016 - Notes on Scary Markets From Your Sketch-Wielding Drill Sergeant. Carl Richards, Director of Investor Education. This commentary originally appeared May 16 on NYTimes.com
June 3 , 2016 - Financial Tips for Your Best Summer Vacation. Stuart Vick Smith, ML&R Wealth Management, Austin, TX. This commentary originally appeared June 3 on kvue.com
May 2016
May 26, 2016 - Closing the Gender Gap: Financial Life Planning for Women. Joanna Nowak, Founder, MoneyWise Financial Advisors. This commentary originally appeared May 26 on thebamalliance.com
May 25, 2016 - Election-Year Politics and Stock Market Forecasts. Kevin Grogan, Director of Investment Strategy. This commentary originally appeared May 25 on thebamalliance.com
May 20, 2016 - A Simple Strategy Your Broker Hopes You Won’t Learn. Dan Solin, Director of Investor Advocacy. This commentary originally appeared May 3 on HuffingtonPost.com.
May 19, 2016 - When It’s OK to Ignore the Gospel on Retirement. Tim Maurer, Director of Personal Finance. This commentary originally appeared April 26 on TIME.com
May 17, 2016 - Betting on the Unpredictable: Put That Strategy on Ice. Aaron Vickar, Wealth Advisor and Director of Risk Management. This commentary originally appeared May 17 on thebamalliance.com
May 13, 2016 - Annuities and Problems of Longevity. Larry Swedroe, Director of Research. This commentary originally appeared April 11 on ETF.com
May 12, 2016 - A Bold Way to Pick “Winners”Dan Solin, Director of Investor Advocacy. This commentary originally appeared April 5 on HuffingtonPost.com
May 10, 2016 - The Elephant in the Room: Addressing Aging Issues with Family Elders. Joe Delaney, Managing Director, Lifeguard Wealth, San Rafael, CA. This commentary originally appeared May 10 on thebamalliance.com
May 9, 2016 - The Paradox of Finding Motivation Through Fear.Carl Richards, Director of Investor Education. This commentary originally appeared April 11 on NYTimes.com
May 6, 2016 - You Can’t Do Anything You Want. Tim Maurer, Director of Personal Finance. This commentary originally appeared April 9 on Forbes.com
May 5, 2016 - Reaching a Comfortable Retirement Stuart Vick Smith, ML&R Wealth Management, Austin, TX. This commentary originally appeared April 27 on KVUE.com
May 4, 2016 - Older Couples Face Money Battles. Manisha Thakor, Director of Wealth Strategies for Women. This commentary originally appeared May 2016 on kiplinger.com
May 3, 2016 - A Shocking Number of Americans Don’t Have a Will: Here’s How to Prepare. Tim Maurer, Director of Personal Finance. This commentary originally appeared April 30 on Today.com
April 2016
April 29, 2016 - When Feelings of Comfort Trump Spreadsheet Math.Carl Richards, Director of Investor Education. This commentary originally appeared April 4 on NYTimes.com
April 28, 2016 - Five Money Habits That Will Help You Take Your Dream Vacation. Manisha Thakor, Director of Wealth Strategies for Women. This commentary originally appeared April 13 on glamour.com
April 27, 2016 - How to Take Advantage of a Record High Dow. Tim Maurer, Director of Personal Finance. This commentary originally appeared April 27 on Today.com
April 26, 2016 - Style Drifting: Does It Add Value for Actively Managed Small-Cap Funds? Larry Swedroe, Director of Research. This commentary originally appeared March 29 on MutualFunds.com
April 25, 2016 - The Hidden Costs in Municipal Bonds.Kurt Wunderlich, Fixed Income Portfolio Advisor, The BAM ALLIANCE. This commentary originally appeared April 25 on thebamalliance.com
April 22, 2016 - Why a Millennial Prefers to Save. Matt Spezialetti, Portfolio Advisor, Herbein Wealth Management. This commentary originally appeared April 22 on thebamalliance.com
April 21, 2016 - Don’t Be a “Low-Information” Investor. Dan Solin, Director of Investor Advocacy. This commentary originally appeared March 22 on HuffingtonPost.com
April 18, 2016 - Why Your Bond Portfolio May Be Riskier Than You Think. Manisha Thakor, Director of Wealth Strategies for Women. This commentary originally appeared March 29 on WSJ.com
April 15, 2016 - How to Build Your Investment Portfolio. Stuart Vick Smith, ML&R Wealth Management, Austin, TX. This commentary originally appeared February 24 on KVUE.com
April 14, 2016 - Stay Diversified Through Lows. Larry Swedroe, Director of Research. This commentary originally appeared April 1 on ETF.com
April 12, 2016 - Learning How to Deal With the Haters. Carl Richards, Director of Investor Education. This commentary originally appeared March 21 on NYTimes.com
April 8, 2016 - Are You Living The Life You Chose? Tim Maurer, Director of Personal Finance. This commentary originally appeared March 12 on Forbes.com
April 8. 2016 - A Masters Course: How to Reduce Financial Stress. Kyle Moore, CFP®, Financial Planner, Pitzl Financial, Arden Hills, MN. This commentary originally appeared April 8 on thebamalliance.com
April 5, 2016 - Five Easy Steps to Creating Your Budget. Stuart Vick Smith, ML&R Wealth Management, Austin, TX. This commentary originally appeared January 27 on KVUE.com
March 2016
March 31, 2016 - Elbows, Elevators and Elmyra. John Montgomery, Wealth Advisor, Nida + Montgomery Wealth Advisors. This commentary originally appeared March 31 on thebamalliance.com
March 25, 2016 - Two-Stage Thinking Helps Investors Weather Volatility.Larry Swedroe, Director of Research. This commentary originally appeared March 17 on USNews.com.
March 24, 2016 - Retiring? Consider These Three Things to Avoid Running Out of Money. Manisha Thakor, Director of Wealth Strategies for Women. This commentary originally appeared March 16 on NBCNews.com
March 21, 2016 - Make a Plan on How to Handle Risk, Then Stick to It.Carl Richards, Director of Investor Education. This commentary originally appeared February 29 on NYTimes.com
March 17, 2016 - Boring Advice, Better Expected Returns - Dan Solin, Director of Investor Advocacy. This commentary originally appeared March 8 on HuffingtonPost.com
March 15, 2016 - Smart Philanthropy: Navigating Personal Values. Joe Delaney, Managing Director, Lifeguard Wealth, San Rafael, CA. This commentary originally appeared March 1 on thebamalliance.com
March 14, 2016 - Don’t Buy Winners. Larry Swedroe, Director of Research. This commentary originally appeared February 19 on ETF.com
March 11, 2016 - Life Insurance Made Easy. Carl Richards, Director of Investor Education. This commentary originally appeared February 15 on NYTimes.com
March 10, 2016Volatility Threatens Discipline. Larry Swedroe, Director of Research. This commentary originally appeared February 26 on ETF.com
March 8, 2016 - The Life-Changing Power of Professional Advice - Kyle Moore, Associate Financial Planner, Pitzl Financial, Arden Hills, MN. This commentary originally appeared March 8, 2016 on thebamalliance.com
March 7, 2016 - Feel the Burn: Why Working Out Is Like Investing in the Market - Manisha Thakor, Director of Wealth Strategies for Women. This commentary originally appeared February 29 on WSJ.com
March 4, 2016 - Does Ethical-Based Investing Impact Returns? Larry Swedroe, Director of Research. This commentary originally appeared February 9 on MutualFunds.com
March 3, 2016 - Seven Essential Questions to Ask Your Aging Parents. Kathleen Longo, Flourish Wealth Management, Minneapolis, MN. This commentary originally appeared March 3 on thebamalliance.com
March 2, 2016 - Accepting the Uncertainty of Our Financial Life. Carl Richards, Director of Investor Education. This commentary originally appeared February 8 on NYTimes.com
March 1, 2016 - Q&A With Simple Money Author Tim Maurer - Tim Maurer, Director of Personal Finance. This commentary originally appeared March 1 on thebamalliance.com
February 2016
February 26, 2016 - Don’t Panic and Lose Sight of Long-Term Plans. Tim Maurer, Director of Personal Finance. This commentary originally appeared February 11 on CNBC.com
February 25, 2016 - The Biggest Market Myth. Dan Solin, Director of Investor Advocacy. This commentary originally appeared February 2 on HuffingtonPost.com
February 24, 2016 - Saying No, So You Can Say Yes When It Matters. Carl Richards. This commentary originally appeared January 18 on NYTimes.com
February 23, 2016 - When Good Credit Marries Bad, It Takes Work. Manisha Thakor - Director of Wealth Strategies for Women. This commentary originally appeared February 12, 2016 on CreditCards.com
February 19, 2016 - What’s the Magic Number for Your Retirement Savings? Manisha Thakor, Director of Wealth Strategies for Women. This commentary originally appeared February 24 on CNBC.com
February 17, 2016 - During Market Turmoil, Just Listen to Your Financial Plan. Carl Richards, Director of Investor Education. This commentary originally appeared January 25 on NYTimes.com
February 12, 2016 - Financial Tips for Couples. Stuart Vick Smith, ML&R Wealth Management, Austin, TX. This commentary originally appeared February 12 on thebamalliance.com
February 10, 2016 - Mercury Rising: Retirement Planning Throughout Life - Joe Delaney, Managing Director, Lifeguard Wealth, San Rafael, CA. This commentary originally appeared February 10, 2016 on thebamalliance.com
February 9, 2016 - Larry Swedroe’s Investing Lessons from 2015 -Larry Swedroe, Director of Research. This commentary originally appeared February 9, 2016 on thebamalliance.com
February 8, 2016 - The Smartest Path For Investors in 2016 - Dan Solin, Director of Investor Advocacy. This commentary originally appeared January 19 on HuffingtonPost.com
February 5, 2016 - The Two Types of Risks Every Investor Must Understand - Manisha Thakor, Director of Wealth Strategies for Women. This commentary originally appeared January 14 on WSJ.com
February 1, 2016- 10 Things You Absolutely Need to Know About Life Insurance - Tim Maurer, Director of Personal Finance. This commentary originally appeared January 5 on Forbes.com
January 2016
January 29, 2016 - ‘The Big Short’: A Big Wake-Up Call - Dan Solin, Director of Investor Advocacy. This commentary originally appeared January 5 on HuffingtonPost.com
January 27, 2016 - Learning to Let Go of Financial Peer Pressure - Carl Richards, Director of Investor Education. This commentary originally appeared December 28 on NYTimes.com
January 25, 2016 - Keep Calm And Step Forward - Larry Swedroe, Director of Research. This commentary originally appeared January 13 on ETF.com
January 22, 2016 - What Warren Buffett Isn’t Doing -Dan Solin, Director of Investor Advocacy. This commentary originally appeared January 12 on HuffingtonPost.com
January 21, 2016 - Share Class and Legal Risk in Retirement Plans - Joe Goldberg, Director of Retirement Plan Services. This commentary originally appeared on January 21, 2016 on thebamalliance.com
January 19, 2016 - Putting a Price on Fun - Carl Richards, Director of Investor Education. This commentary originally appeared January 4 on NYTimes.com
January 15, 2016 - Save Social Security for Later, When You Need It Most - Tim Maurer, Director of Personal Finance. This commentary originally appeared January 1 on CNBC.com.
January 14, 2016 - Avoid Investment Depression - Larry Swedroe, Director of Research. This commentary originally appeared December 31, 2015 on ETF.com
January 13, 2016 - Why Investors Need to Embrace Bear Markets - Manisha Thakor, Director of Wealth Strategies for Women. This commentary originally appeared January 13 on WallStreetJournal.com
January 12, 2016 - Financial Tips for a Fresh Start to 2016 - Stuart Vick Smith, ML&R Wealth Management, Austin, TX. This commentary originally appeared December 23 on KVUE.com
January 11, 2016 - The Financial Benefits of Buying What You Love - Carl Richards, Director of Investor Education. This commentary originally appeared December 21 on NYTimes.com
January 8, 2016 - Examining the Risks of Municipal Bonds - Mark Pitcher, Fixed Income Advisor, Buckingham. This commentary originally appeared on January 8, 2016 on thebamalliance.com
January 7, 2016 - 12 Books That Every Investor Should Own - Larry Swedroe, Director of Research. This commentary originally appeared December 23, 2015 on USNewsandWorldReport.com
January 6, 2016 - Financial Calm and Confidence.Manisha Thakor, Director of Wealth Strategies for Women. This commentary originally appeared January 6, 2016 on thebamalliance.com
January 5, 2016 - Why Index Investing Wins -Larry Swedroe, Director of Research. This commentary originally appeared December 28, 2015 on ETF.com
January 4, 2016 - What Investors Should Have Learned From Recent Market Volatility - Manisha Thakor, Director of Wealth Strategies for Women. This commentary originally appeared December 18, 2015 on WallStreetJournal.com
December 2015
December 30, 2015 - It’s a Good Time to Harvest Losses. Kevin Grogan, Director of Investment Strategy. This commentary originally appeared December 17, 2015 on marketwatch.com.
December 29, 2015 - The Secret Wall Street Doesn’t Want You to Know - Dan Solin, Director of Investor Advocacy. This commentary originally appeared December 8 on HuffingtonPost.com
December 24, 2015 - Your Most Valuable Asset Is Yourself. Carl Richards, Director of Investor Education. This commentary originally appeared December 14 on NYTimes.com.
December 23, 2016 - Rising Rates Don’t Doom REITs -Larry Swedroe, Director of Research. This commentary originally appeared December 9 on ETF.com
December 22, 2015 - When an Expense Becomes a Wise Investment Choice - Carl Richards, Director of Investor Education. This commentary originally appeared November 30 on NYTimes.com.
December 21, 2015 Tax Loss Harvesting: Turning Lemons into Oranges - Joe Delaney, Managing Director, Lifeguard Wealth, San Rafael, CA. This commentary originally appeared December 21 on thebamalliance.com
December 19, 2015 - Simple Steps You Can Take To Help Protect You and Your Family From Identity Theft. Joe Delaney, Managing Director, Lifeguard Wealth, San Rafael, CA. This commentary originally appeared on thebamalliance.com
December 16, 2015 - What You Need to Know About the Fed’s Move to Raise Interest Rates. Brian Haywood, Director of Fixed Income This commentary originally appeared on thebamalliance.com
December 15, 2015 - The Market Humbles Junk Bond Fund Managers - Tim Maurer, Director of Personal Finance. This commentary originally appeared December 15 on Forbes.com
December 11, 2015 - Getting Comfortable With Change - Carl Richards, Director of Investor Education. This commentary originally appeared November 23 on NYTimes.com
December 10, 2015 - Blended Finances and Family Values. Kathleen Longo, Flourish Wealth Management, Minneapolis, MN. This commentary originally appeared on thebamalliance.com
December 4, 2015 - A Game You Shouldn’t Play - Dan Solin, Director of Investor Advocacy. This commentary originally appeared November 17 on HuffingtonPost.com
December 2, 2015 - Fixed Income Quick Take: What Is Duration? - Steve Wiechel, Fixed Income Advisor, Buckingham. This commentary originally appeared December 2 on thebamalliance.com
December 1, 2015 - Family Conversations and Later Life Decisions - Brian Zdrowak, Insero Wealth Strategies. This commentary originally appeared December 1, 2015 on thebamalliance.com
November 2015
November 24, 2015 - For True Freedom, Learn to Deal With Uncertainty - Carl Richards, Director of Investor Education. This commentary originally appeared October 12 on NYTimes.com
November 23, 2015 - Is Stock Picking Back?Larry Swedroe, Director of Research. This commentary originally appeared November 4 on MutualFunds.com
November, 17, 2015 - What Your Financial Advisor Needs to Know About Your Brain - Tim Maurer, Director of Personal Finance. This commentary originally appeared October 19 on Time.com
November 19, 2015 - How Much Should You Really Be Spending on That Holiday Gift?Manisha Thakor, Director of Wealth Strategies for Women. This commentary originally appeared on RealSimple.com
Novemebr 13, 2015 - Fantasy Football and the Stock Market: A Stark Comparison. Bill Kaiser, Wealth Advisor, Bland Garvey Wealth Advisors, Richardson, TX. This commentary originally appeared November 13, 2015 on thebamalliance.com
November 12, 2015 - What You Need to Know About Changes to Social Security. Jim Cornfeld, Wealth Advisor, BUCKINGHAM, St. Louis, MO. This commentary originally appeared November 12, 2015 on thebamalliance.com
November 11, 2015 - Misleading “Debates” on Active vs. Passive Harm Investors.Dan Solin, Director of Investor Advocacy.This commentary originally appeared November 3 on HuffingtonPost.com
November 11, 2015 - The 10 Most Important Things to Help Ensure Your Family’s Wealth and Well-Being. Ross Hoffman, President, Hoffman & Associates Financial and Estate Advisors, Inc. This commentary originally appeared November 11, 2015 on thebamalliance.com
November 10, 2015 - Hedge Fund Myths and Misdeeds -Dan Solin, Director of Investor Advocacy. This commentary originally appeared September 29, 2015 on HuffingtonPost.com
November 10, 2015 - A Wake-Up Call Without the Trauma - Carl Richards, Director of Investor Education .This commentary originally appeared October 5, 2015 on NYTimes.com
November 9, 2015 - Market Timing: Possible to Win, But It’s A Loser’s Game - Larry Swedroe, Director of Research. This commentary originally appeared September 29, 2015 on MutualFunds.com
November 6, 2015 - Should You Really Be Buying That? - How to Decide If a Purchase Is Really Worth It. Tim Maurer, Director of Personal Finance. This commentary originally appeared October 10, 2015 on Forbes.com
October 2015
October 30, 2015 - Quick Take: What Is a Bond Ladder - Blerina Hysi, Fixed Income Portfolio Advisor, BAM Advisor Services. This commentary originally appeared October 23, 2015 on thebamalliance.com
October 30, 2015 - Portfolio Rebalancing May Sound Boring, But It’s a Powerful Investment Strtegy - Manisha Thakor, Director of Wealth Strategies for Women. This commentary originally appeared October 21, 2015 on CNBC.com
October 21, 2015 - Add These Three Points to Your Year-End Financial Checklist - Manisha Thakor, Director of Wealth Strategies for Women. This commentary originally appeared October 20, 2015 on CNBC.com
October 20, 2015 - Use Life Hacks to Minimize Bad Decisions - Carl Richards, Director of Investor Education.This commentary originally appeared September 21 on NYTimes.com
October 14 , 2015 - The Top 5 Most Ridiculous Reasons Not To Buy Life Insurance (With Anthony Anderson) - Tim Maurer, Director of Personal Finance. This commentary originally appeared September 27, 2015 on Forbes.com
October 13, 2015 - Building Optimal Value Portfolios - Larry Swedroe, Director of Research. This commentary originally appeared September 23 on ETF.com
October 12, 2015 - Financial Planning 101: How To Get Paid Incredibly Well For Being Lazy. Carl Richards, Director of Investor Education. This commentary originally appeared October 2, 2015 on Forbes.com
October 9 , 2015 - Money Steps to Take Before Your 40th Birthday - Tim Maurer, Director of Personal Finance. This commentary originally appeared October 6, 2015 on USNews.com
October, 8, 2015 - The Secret to Investing in Volatile Times - Dan Solin, Director of Investor Advocacy - This commentary originally appeared September 15, 2015 on HuffingtonPost.com
September 2015
September 29, 2015 - Communicating the Value of the Fiduciary Standard - Manisha Thakor, Director of Wealth Strategies for Women. This commentary originally appeared on WealthManagement.com 9/28/15
September 28, 2015 - How Much Should You Save for Retirement? Tim Maurer, Director of Personal Finance. This commentary originally appeared September 28, 2015 on NerdWaller.com
September 24, 2015 - Riding Out The Volatility - Larry Swedroe, Director of Research. This commentary originally appeared August 31, 2015 on ETF.com
September 22, 2015 - Tap Your 401(k)? No Way. Tim Maurer, Director of Personal Finance. This commentary originally appeared September 22, 2015 on CNBC.com
September 19, 2015 - Parallels Between Sports Betting and Investing - Larry Swedroe, Director of Research. This commentary originally appeared August 21, 2015 on ETF.com.
September 15, 2015 - Stay Focused on Your Own Spending, Not the Other Person’s - This commentary originally appeared August 17 on NYTimes.com
September 14, 2015 - The Millennial Future - Tim Maurer, Director of Personal Finance - This commentary originally appeared August 24 on CNBC.com
September 11, 2015 - The Myth of Fund Manager Outperformance - Dan Solin, Director of Investor Advocacy. This commentary originally appeared August 11, 2015 on HuffingtonPost.com
September 11, 2015 - Four Steps to Financial Stability After Divorce - Joe Delaney, Managing Director, Lifeguard Wealth, San Rafael, CA - This commentary originally appeared September 23, 2015 on thebamalliance.com.
September 10, 2015 - Setting Up a Budget Based on Your Values - Carl Richards, Director of Investor Education. This commentary originally appeared August 10, 2015 on NYTimes.com
August 2015
August 31, 2015 - Advisors to Clients: Stay Calm and Carry On - Manisha Thakor, Director of Wealth Strategies for Women. This commentary originally appeared August 24, 2015 on CNBC.com.
August 26, 2015 - When it Comes to Investing, Rely on Long Term Wisdom - Tim Maurer, Director of Personal Finance. This commentary originally appeared July 28, 2015 on CNBC.com
August 21, 2015 - Financial Tips for Every Generation. Stuart Vick Smith, ML&R Wealth Management, Austin, TX. This commentary originally appeared August 19, 2015 on KVUE.com
August 18, 2015 - Effectively Communicating With Clients Separates Advisors From Algorithms - Carl Richards, Director of Investor Education.This commentary originally appeared August 12, 2015 on InvestmentNews.com
August 12, 2015 - Variable Annuities: Explaining the Income Garantee - Jason Vande Brake, Welath Advisor, Northwest Wealth Management.
August 7, 2015 - Fiduciary Rule Opponents Are Motivated by Self - Interest - Dan Solin, Director of Investor Advocacy. This commentary originally appeared July 21, 2015 on TheHuffingtonPost.com
August 6, 2015 - How much investment risk can you stomach? - Manisha Thakor, Director of Wealth Strategies for Women. This commentary originally appeared August 4, 2015 on CNBC.com
August 4, 2015 - How Will Rising Interest Rates (Really) Affect You? Tim Maurer, Director of Personal Finance. This commentary originally appeared December 14 on CSMonitor.com
July 2015
July 29, 2015 - The Investing signals to listen to. They're personal , not in the markets - Carl Richards, Director of Investor Education. This commentary originally appeared July 13, 2015 on NYTimes.com
July 24, 2015 - Saving for Your Dream Vacation - Stuart Vick Smith, ML&R Wealth Management, Austin, TX. This commentary originally appeared July 24, 2015 on thebamalliance.com
July 22, 2015 - The Short Stories We Tell Ourselves About Everyday Spending - Carl Richards, Director of Investor Education. This commentary originally appeared June 29, 2015 on NYTimes.com
July 21, 2015 - 2015’s "Sure Things” At Halftime - Larry Swedroe, Director of Research. This commentary originally appeared June 29, 2015 on ETF.com.
July 17, 2015 - Compounded Mistakes Can Loose You Money, and the British Open - Kyle Moore, Associate Financial Planner, Pitzl Financial, Arden Hills
July 16, 2015 - What You Don’t Know About Muni Bonds Could Hurt You - Manisha Thakor, Director of Wealth Strategies for Women. This commentary originally appeared June 29, 2015 on CNBC.com
July 15, 2015 - What Mountain Climbing Can Teach You About Business. Carl Richards. This commentary originally appeared June 15 on NYTimes.com
July 14, 2015 - Gurus Trip Over Bond/Stock Correlation - Larry Swedroe, Director of Research
July 13, 2015 - Budgeting Knows No Boundaries: A Guide for the Wealthy - Tim Maurer, Director of Personal Finance. This commentary originally appeared June 23 on Forbes.com
July 9, 2015 - Guide to Buying Life Insurance at Every Stage of Life - Tim Maurer, Director of Personal Finance
July 6, 2015 - Funds: Similar; Results: Not. Jared Kizer, Director of Investment Strategy
July 1, 2015 - Tips to Keep Your Finances and Relationship Strong - Stuart Vick Smith, ML&R Wealth Management, Austin, TX.
June 2015
June 26, 2015 - Crucial Conversations Before Your Child Heads to College. Kathleen Longo, Flourish Wealth Management, Minneapolis, MN. This commentary originally appeared June 26 on thebamalliance.com
June 3, 2015 - Who Will Raise Your Kids If You Can’t? Michael J. Evans, Founder, The Cogent Advisor. Learn more about The Cogent Advisor
March 3, 2015 - One Income, Brad Jenkins, Wealth Advisor, Buckingham. This commentary originally appeared on thebamalliance.com on March 3
April 11, 2014 - Couples Approaching Retirement: “What Happens When We’ll Be Home Together All Day?” BAM Alliance,. This commentary originally appeared April 11 on thebamalliance.com.
April 23, 2013 - More Wealth, More Choices, More Traps — Scott Brown Scott Brown, Managing Member and Wealth Strategist, Wealth Management Group, LLC. This commentary originally appeared April 23 on thebamalliance.com.
December 5, 2013 - “We Will Take Care of Each Other” – Brian Zdrowak Brian Zdrowak, Insero Wealth Strategies. This commentary originally appeared December 5 on thebamalliance.com.
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