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It’s Important To Be Educated

Overview: The following are some key investing principles that investors should know. The Importance of Education It is our desire and intent to educate clients about how capital markets work and to provide them with the information necessary for their financial well-being. The advice to invest in passively managed funds is significantly different from most…

A Message Worth Repeating

Overview: Stay the course. We repeat that advice again and again. It is a message we would not repeat if we did not truly believe it was in your best interests. The following discusses why our message is the same regardless of market conditions. Our advice has always been — and will always be —…

Rules of Prudent Investing

Overview: The following rules can help investors build and adhere to a well-designed investment plan. The following investing guidelines may be instrumental in giving investors the best chance of achieving their financial goals. Constructing an Investment Plan Recognize that the ability, willingness and need to take risk is different for everyone. Plans fail because investors…

Resolutions for 2013

Overview: Author Carl Richards, director of investor education for the BAM ALLIANCE, shares his views on New Year’s resolutions. The New Year’s holiday is a great time to reflect on what’s really important to us. Spending time with family and friends can help us get focused on where we’re at right now and where we…

Lessons From 2012

Overview: Each year, author Larry Swedroe, director of research for the BAM ALLIANCE, takes a look back at the investing lessons the markets provided in the past year. Introduction Over the majority of 2012, our collective attention was focused on several events: Our continuing fiscal deficits and our ability to continue to fund them What…

Delaying Social Security Benefits

It can be tempting to begin taking Social Security benefits the moment you are eligible. The following discusses some reasons why you may want to delay taking your benefits. You’re ready to retire and have paid a lot into the Social Security system. But now that you’re finally eligible for benefits, you might be hearing…

Debunking Hedge Fund Myths

This article looks at six myths surrounding hedge funds and some of the reasons why many high net worth investors continue to invest in hedge funds despite growing academic evidence and reports by more than a few in the financial media that hedge funds are “mad, bad and dangerous.”1 The evolving body of information about…

Hedge Funds’ Scandalous Behavior

Several academic studies have shown hedge funds to be poor investment choices for prudent investors. Now, several scandals have added to the evidence on this being a poor asset choice. The investing world was rocked with the news of another hedge fund scandal, as Galleon Group founder Raj Rajaratnam was arrested with five others in…

The Performance of Funds of Hedge Funds

One of the risks of investing in hedge funds involves tying up large amounts of assets in a single investment vehicle. The advent of funds of hedge funds supposedly provided advisors with a means of diversifying the risks of investing in hedge funds. Have investors been rewarded? The following article summarizes a study showing that…

Lessons from 2010

Every year, Larry Swedroe takes a look back at the investing lessons the markets provided in the past year. While 2010 was a fine year for the markets, that doesn’t mean we can’t learn a thing or two about investing. In fact, we can be just as likely to lose our discipline in good times…

Travel Plans

Overview : A typical vacation planning checklist is bound to include the usual considerations: booking a rental car, making hotel reservations and testing how much can really fit into that carry-on luggage. But not as many travelers consider what they would do if a serious health crisis were to occur on their trip. Following is…

Retirement Plans: Crucial Conversations

Overview:Co-authors Alan Spector and Keith Lawrence wrote Your Retirement Quest: 10 Secrets for Creating and Living a Fulfilling Retirement based on a decade of research and interviews with more than 200 retirees. In this article, Alan and Keith discuss the crucial conversations that people should have as they consider retirement. Have you discussed your retirement…

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