Podcasts about bam alliance

In this episode, Tom and Dan talk with prolific author and director of research at the BAM Alliance about the differences between passive and active investing. We also discuss the tax differences between mutual funds and exchange-traded funds and the benefits of diversification across various asset classes. Learn more about your ad choices. Visit megaphone.fm/adchoices

In today's episode, Rusty talks with Larry Swedroe, the director of research for Buckingham Strategic Wealth. Larry finished his MBA in Finance and Investment from NYU. Larry stays connected to the financial industry by spearheading research for Buckingham and the BAM Alliance, but he's also a prolific writer who has authored or co-authored 16 books. His mission is to explain investing theories to investors in an accessible and straightforward way. Larry talks with Rusty about evidence-based investing, the effects of sustainability on investing, and diversifying portfolios with risky assets. "You should invest in as many unique sources of risk as you can identify that meet all of the criteria that I established—those five criteria of persistence, robustness, pervasiveness, implementability, and intuitive rationale. Everything we do is based upon not my opinion, but the evidence has to meet those criteria" ~ @LarrySwedroe Main Takeaways  Evidence-based investing is always the winning strategy. Focusing on the risk you can handle and ignoring stock picking and market timing can help you beat the market. Larry'sMy three rules of investing — are: give advice based on evidence, identify risk factors, and examine the robustness of the market.  The five criteria for examining risk —are persistence, robustness, pervasiveness, implementability, and intuitive rationale. Sustainable companies get better ratings, which then eventually helps them increase their cash flows and drive their valuations up. Investors are now seeing this trend, too, and their actions as investors can impact how companies implement their objectives. Risky assets should have similar risk-adjusted returns. Portfolios must be diverse and should consider including alternative investments. Blockchain technology is truly innovating the finance world, but the key advice for investors is to assess and accept the changing regulations and the massive illiquidity it might face. Links Larry Swedroe on Twitter Larry Swedroe on LinkedIn Garryowen (from the film They Died with Their Boots On featuring Errol Flynn) Buckingham Strategic Wealth Reducing the Risk of Black Swans by Larry Swedroe Warren Buffett Lost $132 Million On Financial Weapons Of Mass Destruction Wall Street Journal Continental Can Company Kimberly Clark Baruch Lev A note on the relationship between Fama-French risk factors and innovations of ICAPM state variables Morningstar Appirio Parametric Portfolio Association Levi Strauss Cliffwater Stoneridge Ray Dalio Harvard University Yale University SEC Bernard Baruch's 10 Trading Rules Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 2344-OAS-8/19/2021

Our guest on the podcast today is financial advisor and author Tim Maurer, the director of advisor development for Buckingham Wealth Partners. He coauthored The Ultimate Financial Plan: Balancing Your Money and Your Life with Jim Stovall, and he also wrote Simple Money: A No-Nonsense Guide to Personal Finance. He's a member of the CNBC Financial Advisor Council and is also a regular contributor to CNBC, Forbes, and Time/Money. Maurer is a certified financial planner and a graduate of Towson University. Tim Maurer's BackgroundBioThe Ultimate Financial Plan: Balancing Your Money and Your LifeSimple Money: A No-Nonsense Guide to Personal FinanceFinancial Life Planning"What Is Financial Life Planning?" by Sheiresa Ngo, CheatSheet, May 31, 2015."Beyond Finances: Holistic Life Planning Trends Among Advisors," InvestmentNews, Jan. 23, 2020."How Should Retirees Deal With Crazy Markets When They Don't Have Time to Stay the Course?" by Tim Maurer, timmaurer.com, March 20, 2020."Reconsidering Your Life Because of the Pandemic? You're Not Alone," by Mimi Montgomery, Washingtonian, April 21, 2020."Financial Planner vs. Financial *Life* Planner. Which one Is the 'Right One' for Me?" by Cristina Livadary, Mana, Jan. 24, 2020."'The Whole Financial Planning Process Is Wrong,' Expert Says,” by Tim Maurer, Forbes, July 28, 2017.Financial Planning AssociationNAPFA: The National Association of Personal Financial AdvisorsKinder Institute of Life Planning"George Kinder: Three Questions About Life Planning," by J.D. Roth, Get Rich Slowly, Aug. 1, 2019.Money QuotientYour Mental Wealth, Drs. Ted Klontz and Brad KlontzKahler Financial GroupThe Future of Financial AdviceBuckingham Strategic WealthDrive: The Surprising Truth About What Motivates Us, by Daniel Pink."Simple Money Portfolio," by Tim Maurer, timmaurer.com. "Tim Maurer Simple Money Portfolio Review and ETFs to Use," by Tim Maurer, Optimized Portfolio, Oct. 7, 2020."Kitces: Pandemic to Accelerate Shift to AUM-Based Fee Model," by Jeff Berman, ThinkAdvisor, May 7, 2020."ESG Index Funds Hit $250 billion as Pandemic Accelerates Impact Investing Boom," by Pippa Stevens, CNBC, Sept. 2, 2020.College Planning"Is COVID-19 Creating an Education Planning Crisis?" by Tim Maurer, The Bam Alliance, June 3, 2020."The Non-Conformist's 4-Step Education Savings Plan," by Tim Maurer, Forbes, May 31, 2012.

Larry E. Swedroe is director of research for Buckingham and the BAM ALLIANCE. Larry holds an MBA in finance and investment from New York University and a bachelor's degree in finance from Baruch College. The book: https://amzn.to/3mk1epd Twitter: https://twitter.com/larryswedroe Website: https://www.buckinghamwealthpartners.com/ ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast. The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success. SEE LATEST EPISODES https://acquirersmultiple.com/podcast/ SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/ FOLLOW TOBIAS Firm: https://acquirersfunds.com/ Website: https://acquirersmultiple.com/ Twitter: https://twitter.com/Greenbackd LinkedIn: https://www.linkedin.com/in/tobycarlisle Facebook: https://www.facebook.com/tobiascarlisle Instagram: https://www.instagram.com/tobias_carlisle ABOUT TOBIAS CARLISLE Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon’s Business and Finance The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public comp

Show from 10/18/19 In this episode of Behind the Markets host Jeremy Schwartz talks to a chief investment officer about how they manage asset allocation, tilts, and long term returns. They get into market cap rates and international investing as well. Plus they get into treasuries and the potential low yields.Guest:Jared Kizer: Chief Investment Officer for Buckingham Strategic Wealth and the BAM ALLIANCE.More Information about Jared and Buckingham Strategic Wealth: https://buckinghamadvisor.com/people/jared-kizer-cfa/ See acast.com/privacy for privacy and opt-out information.

Mike Hunstad was recently featured in an article in Institutional Investor magazine that was titled Why Factor Investing Isn’t Working? We at Advisor Perspectives subsequently ran an article, Factor Investing Works (Despite What Some May Say), by Larry Swedroe, director of research for BAM Alliance, in which readers might have been led to believe that Northern Trust does not believe in factors when, in truth, Mike is going to tell us that the exact opposite is true.

I don’t know why exactly, but lately I’ve been hearing from my millennial clients their big concern about not being able to afford retirement. I’m talking 20 and 30 years olds freaking out because they have no idea how they’ll ever be able to save up $1 million (or most likely more) for retirement, plus pay of their student loans, buy a home, start a family, and just simply live! So, I thought I would bring on a retirement expert who can shed some light on the most important things we all need to know about retirement. My guest for this episode is Larry Swedroe, the author of Your Complete Guide to a Successful and Secure Retirement, as well as the director of research for Buckingham Strategic Wealth and the BAM Alliance. Here are a few things we discussed in this episode. What People Forgot to Plan – What to Do in Retirement Most people focus on the money part. How much do I need? How should I invest to reach that number? Will it be enough? But really, you should start by outlining what you want to do when you’re actually retired. How do you want to fill your days? What’s your exit strategy from the workforce? Are you going to do a full-stop retirement or ease into retirement by going part-time or consult? Before testing out any retirement calculator, define what your retirement will look like first. Planning to Live Longer Than 20 Years in Retirement Another concern I often hear is that we’re all living longer. Many of us will live until 100! So if we retire at 65 and live until 100, that’s 35 years of retirement we need to prepare to have income for. That might make your palms sweaty, but it’s actually fairly simple math to figure out how to afford a long retirement. Larry suggests taking the number of years you plan on being retired for and multiplying it by the gross annual income you’ll need to live off of in retirement. Then, figure out how inflation will come into play, and that’s your number! How to Be a Savvy Investor Larry shared some amazing pieces of wisdom when I asked him about how we all can be savvy investors. Here are his top tips: Make sure you’re only spending money on things that are important to you. Save as early and as often as possible. Make your savings automatic through auto-debits and auto-withdrawals to your savings and investment accounts. Read the book Nudge: Improving Decisions About Health, Wealth, and Happiness by Richard H. Thaler & Cass R. Sunstein to learn how to nudge yourself into doing the right things Invest in low cost Index funds or index ETFs Avoid investment products sold by insurance companies and Wall Street investment brokers as they’ll be more expensive and most likely won’t outperform index funds. Don’t work with any financial profession who earns a commission when working with you. Diversify your portfolio to include more foreign equities and fixed income. Don’t focus solely on domestic stocks and bonds (just Google what happened in Japan). Don’t mistake the home you live in for a real estate investment. If you live in it, it’s not an investment. Once you sell it, it is. Be careful with real estate investing (just look at what happened and is happening in the U.S.) For full episod show notes, visit https://jessicamoorhouse.com/192

Larry and I discuss his new book, Your Complete Guide to a Successful and Secure Retirement. Larry Swedroe is the Lead Director and Director of Research of the Buckingham Family of Financial Services.  Buckingham Strategic Wealth is a Registered Investment Advisory firm, currently managing $15 billion in assets, with offices in 30 cities. BAM is also provider of Turnkey Asset Management Services through the BAM ALLIANCE to about 135 financial advisory firms across the U.S. with approximately $19 billion of assets under administration and through Loring Ward which serves about another 1000 advisors and has about $17 billion of assets under administration.   Larry has authored or co-authored 17 books.  The latest is Your Complete Guide to a Successful and Secure Retirement co-authored with Kevin Grogan.

Robin Powell interviews Larry Swedroe, a Principal and Director of Research for Buckingham Strategic Wealth, an independent member of the BAM Alliance, best known for his books and articles on investing. In the interview, Larry talks about his long career and his passion for evidence-based investing. He also discusses his latest book, Your Complete Guide to a Successful and Secure Retirement, which he has co-authored with Kevin Grogan and other colleagues at Buckingham. Unlike his previous books, which have very much focussed on investing, the new book is much more holistic. Planning for a successful life in retirement, says Larry, is every bit as important as planning to have enough money.

What happened to the market correction, what happens next, and how can you avoid hitting your GMO (get me out) point? Larry Swedroe of the BAM Alliance and ETF.com gazes into his crystal ball. Plus, 5 questions to ask your estate planner after the new tax law, and what happens to your social media estate after you die? Who will manage all those videos of Joe playing golf on Instagram?

This week I had the chance to chat with Manisha Thakor, CFA, CFP® ardent financial literacy advocate for women. Manisha Thakor, CFA, CFP® is Director of Wealth Strategies for Women at Buckingham and The BAM Alliance, a community of more than 140 independent registered investment advisors throughout the country. An ardent financial literacy advocate for women, Manisha is the co-author of two critically acclaimed personal finance books: ON MY OWN TWO FEET: a modern girl’s guide to personal finance and GET FINANCIALLY NAKED: how to talk money with your honey. Manisha is also a member of The Wall Street Journal’s Wealth Experts Panel, CNBC’s 2016 Financial Advisor Council, and sits on faculty at The Omega Institute. Her financial literacy advocacy work for women has been featured in countless national media outlets ranging from Real Simple and Cosmopolitan to The New York Times and The Today Show. Manisha earned her MBA from the Harvard Business School and her BA from Wellesley College. She lives in Portland, Oregon where she delights in the active coffee culture and stunning beauty of the pacific northwest. HERE'S WHAT YOU’LL LEARN FROM THIS EPISODE: How perfectionism can impact your investments The four stages in a person’s career path and where women versus men excel How to move forward even with the negative screen savers in our mind The biggest mistakes women and men make in their finances Why determining what your “enough” means is imperative to financial confidence. What common characteristics people who are financially successful have. Questions that arise financially when going through a divorce. Being well-thy vs. being wealthy LINKS WE MENTIONED ON THE SHOW: Manisha’s Website (and where to sign up for her newsletter): MoneyZen On My Own Two Feet: A Modern Girl’s Guide to Personal Finance Get Financially Naked: How to Talk Money With Your Honey Marie Forleo: Stop Self-Sabotage with this One Vital Step Tara Mohr: Playing Big   

While I was at FinCon 2015, I had the pleasure of interviewing Carl Richards with a live audience. He is a Certified Financial Planner and the director of investor education for BAM Alliance, which is a community of more than 130 independent wealth management firms located across the United States. Carl is the creator of the weekly Sketch Guy column in The New York Times and a columnist for Morningstar Advisor. His sketches are most known for taking complex financial concepts and making them easy to understand. They also served as the foundation for his first book, The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money. Most recently this past March, Carl released the book The One-Page Financial Plan: A Simple Way to Be Smart About Your Money. Carl’s work has also been featured on Marketplace Money, Oprah.com, Forbes,com among others. He has also become a frequent keynote speaker at financial planning conferences and visual learning events around the globe. Carl’s artwork has appeared in a solo show at the Kimball Art Center in his hometown of Park City, Utah and other showings include The Parson’s Gallery in New York, The Shultz Museum in California and the Mansion House in London. His commissioned work is on display in businesses and educational institutions across the country. For more information visit www.somoneypodcast.com.

In Episode 37 of Accredited Investor Markets Radio Carl Richards, the New York Times' "Sketch Guy", and Christopher Cahill discuss Carl's new book, 'The One-Page Financial Plan: A Simple Way to be Smart About Money'. Principal questions: Why are even financially sophisticated persons afraid of dealing with their own financial plans? How should our financial plans relate to our fundamental values? What questions should we ask any professional advisor?  Where did those great sketches of Carl's come from?   You can find out more about Carl Richards and his book here and here.   Or you can find him here: Twitter: @behaviorgap Facebook LinkedIn Google+ Soundcloud     About Carl Richards   Carl Richards is a CERTIFIED FINANCIAL PLANNER™ and the director of investor education for the BAM ALLIANCE, a community of over 130 independent wealth management firms throughout the United States. …our desire for validation comes with some serious blind spots. Income is relative to so many other factors that both the number of dollars earned and how they appear to be spent make for a worthless comparison. He is the creator of the weekly Sketch Guy column in the  The New York Times, and is a columnist for Morningstar Advisor. Carl has also been featured on Marketplace Money, The Leonard Lopate Show, Oprah.com and Forbes.com. In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world.   Through his simple sketches, Carl makes complex financial concepts easy to understand. His sketches also serve as the foundation for his first book, The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money (Portfolio/Penguin). Carl’s art appeared in a solo show at the Kimball Art Center, in Park City, Utah. Other showings include The Parson’s Gallery in New York, The Shultz Museum, and an upcoming exhibit at the Mansion House in London. His commissioned work is on display in businesses and educational institutions across the country. He lives with his family in Park City, Utah.

"The most important thing is getting clarity about the big picture so you can cope with the unexpected. Maybe you'll lose the job you thought was secure; you'll take a financial risk that doesn't pan out; you'll have twins when you were only budgeting for one. In other words: Life will happen." Carl Richards Today we were joined by the author of the new book The One Page Financial Plan, Carl Richards. Carl Richards is a CERTIFIED FINANCIAL PLANNER™ and the director of investor education for the BAM ALLIANCE, a community of over 130 independent wealth management firms throughout the United States. He is the creator of the weekly Sketch Guy column in the The New York Times, and is a columnist for Morningstar Advisor. Carl has also been featured on Marketplace Money, The Leonard Lopate Show, Oprah.com and Forbes.com. In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world.Through his simple sketches, Carl makes complex financial concepts easy to understand. His sketches also serve as the foundation for his first book, The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money (Portfolio/Penguin). Carl's art appeared in a solo show at the Kimball Art Center, in Park City, Utah. Other showings include The Parson's Gallery in New York, The Shultz Museum, and an exhibit at the Mansion House in London. His commissioned work is on display in businesses and educational institutions across the country. He lives with his family in Park City, Utah. We were also joined by Suzanne Edwards from the Houston Business Journal for our monthly check in on the local Houston business news. Suzanne discussed the oil market, mergers and acquisitions and roboinvesting.   The One-Page Financial Plan   You can find out more about Carl Richards  by visiting the website at: www.thebehaviorgap.com You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at: http://directory.libsyn.com/shows/view/id/moneymatters or www.moneymatterspodcast.com ‪#‎kpft‬ #behaviorgap @hbjsuzanne

This week's Life Challenge with Don Mills is about 'Ministry' in other words  'How you serve'.. We are the stewards of our families and friends and the greater society. We are challenged to lift each other up with celebrations, to recognize our mentors, and to become grounded spiritually so we can help others live fuller and more satisfying lives. Now, it is time to recognize our MINISTRY. Life Challengers, share your testimony so that others will understand the benefits. What is it that you do that you are passionate about? What do you stand for and how have you tried to make a positive difference? What are you known for? THE ONE-PAGE FINANCIAL PLAN helps demystify the planning process so readers can figure out where they stand on key financial issues and where they want to go, in order to narrow the gap between the two.Carl Richards is a certified financial planner and a columnist for the New York Times, where he has a weekly “Sketch Guy” column. He is also a columnist for Morningstar Magazine and a contributor to Yahoo Finance. Richards is a popular keynote speaker and is the Director of Investor Education for the BAM ALLIANCE. Visit http://www.onepagefinancialplan.com/. This week on "Discussing it with Melissa" you will meet Ms. Jakia Cheatham. Author of, "Bent But Not Broken," CEO of Jakia Cheatham, Church Girl's Ministries, and a host of others.  She's showing young ladies how amazing it is to live a life of purity and how awesome it is to be a church girl in today’s society.  She is determined to change the way the world views a "Church Girl" and bring awareness to people about scoliosis. Listen to her story -her bout with scoliosis - she shares her struggles, how she overcomes and her....heart. 

This week's Life Challenge with Don Mills is about 'Ministry' in other words  'How you serve'.. We are the stewards of our families and friends and the greater society. We are challenged to lift each other up with celebrations, to recognize our mentors, and to become grounded spiritually so we can help others live fuller and more satisfying lives. Now, it is time to recognize our MINISTRY. Life Challengers, share your testimony so that others will understand the benefits. What is it that you do that you are passionate about? What do you stand for and how have you tried to make a positive difference? What are you known for? THE ONE-PAGE FINANCIAL PLAN helps demystify the planning process so readers can figure out where they stand on key financial issues and where they want to go, in order to narrow the gap between the two.Carl Richards is a certified financial planner and a columnist for the New York Times, where he has a weekly “Sketch Guy” column. He is also a columnist for Morningstar Magazine and a contributor to Yahoo Finance. Richards is a popular keynote speaker and is the Director of Investor Education for the BAM ALLIANCE. Visit http://www.onepagefinancialplan.com/. This week on "Discussing it with Melissa" you will meet Ms. Jakia Cheatham. Author of, "Bent But Not Broken," CEO of Jakia Cheatham, Church Girl's Ministries, and a host of others.  She's showing young ladies how amazing it is to live a life of purity and how awesome it is to be a church girl in today’s society.  She is determined to change the way the world views a "Church Girl" and bring awareness to people about scoliosis. Listen to her story -her bout with scoliosis - she shares her struggles, how she overcomes and her....heart.