Podcasts about swedroe

Let's dive into evidence-based investing with Larry Swedroe, a highly successful investor and an outstanding educator in the world of finance. In the episode we have discussed the universal principles of sound, opinions-free investing and the portfolio that bears his name L. Swedroe, Enrich your Future Serenis è il partner di The Bull per il tuo benessere mentale e fisico: un centro medico autorizzato che tramite la sua piattaforma digitale offre percorsi di psicoterapia, nutrizione e coaching online con oltre 1600 professionisti in tutta Italia con in media 13 anni di esperienza.  E lo fa con una missione: rendere accessibile il benessere mentale e fisico affrontando gli ostacoli economici, tecnologici, sociali e culturali che allontanano le persone dal prendersi cura di se stessi. Puoi iniziare un percorso su Serenis per prenderti cura del tuo benessere mentale a un prezzo convenzionato a questo link (#adv). =============================================== Apri un conto Revolut entro il 31/03/2025, conto deposito con interessi al 3% bloccati fino 31/05/2025. Investi con Scalable, PAC in ETF a zero costi d'ordine. Investi con Fineco (60 operazioni gratuite con il codice TRD060-TB) Abbonati a 4Books, 7 gg. di prova gratuita e 30% di sconto. Assicurazione sulla vita con Turtleneck I link sono sponsorizzati e l'Autore potrebbe percepire una commissione. =============================================== ATTENZIONE: I contenuti di questo canale hanno esclusivamente finalità di informare e intrattenere. Le informazioni fornite sul canale hanno valore indicativo e non sono complete circa le caratteristiche dei prodotti menzionati. Chiunque ne faccia uso per fini diversi da quelli puramente informativi cui sono destinati, se ne assume la piena responsabilità. Tutti i riferimenti a singoli strumenti finanziari non devono essere intesi come attività di consulenza in materia di investimenti, né come invito all'acquisto dei prodotti o servizi menzionati. Investire comporta il rischio di perdere il proprio capitale. Investi solo se sei consapevole dei rischi che stai correndo. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apri un conto Fineco (60 operazioni gratuite con il codice TRD060-TB(#ad). Con Larry Swedroe, grande investitore di successo e straordinario divulgatore nel mondo della finanza, parliamo di "evidence-based investing", dei principi universali dell'investimento e del portafoglio che porta il suo nome. L. Swedroe, Enrich your Future Serenis è il partner di The Bull per il tuo benessere mentale e fisico: un centro medico autorizzato che tramite la sua piattaforma digitale offre percorsi di psicoterapia, nutrizione e coaching online con oltre 1600 professionisti in tutta Italia con in media 13 anni di esperienza.  E lo fa con una missione: rendere accessibile il benessere mentale e fisico affrontando gli ostacoli economici, tecnologici, sociali e culturali che allontanano le persone dal prendersi cura di se stessi. Puoi iniziare un percorso su Serenis per prenderti cura del tuo benessere mentale a un prezzo convenzionato a questo link (#adv). =============================================== Apri un conto Revolut entro il 31/03/2025, conto deposito con interessi al 3% bloccati fino 31/05/2025. Investi con Scalable, PAC in ETF a zero costi d'ordine. Abbonati a 4Books, 7 gg. di prova gratuita e 30% di sconto. Assicurazione sulla vita con Turtleneck I link sono sponsorizzati e l'Autore potrebbe percepire una commissione. =============================================== ATTENZIONE: I contenuti di questo canale hanno esclusivamente finalità di informare e intrattenere. Le informazioni fornite sul canale hanno valore indicativo e non sono complete circa le caratteristiche dei prodotti menzionati. Chiunque ne faccia uso per fini diversi da quelli puramente informativi cui sono destinati, se ne assume la piena responsabilità. Tutti i riferimenti a singoli strumenti finanziari non devono essere intesi come attività di consulenza in materia di investimenti, né come invito all'acquisto dei prodotti o servizi menzionati. Investire comporta il rischio di perdere il proprio capitale. Investi solo se sei consapevole dei rischi che stai correndo. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode Pierre and Adam sit down with Larry Swedroe, well-known expert in evidence-based investment strategies and former CIO at Buckingham Wealth Partners. They get into Larry's views on market forecasting, why investors should ignore short-term predictions, and the importance of building resilient and hyper-diversified portfolios to mitigate market risks. Swedroe emphasizes the inefficiency of individual stock selection and market timing, advocating instead for systematic, rule-based investment strategies. Additionally, he offers insights into the historical performance of various asset classes and how to think about risk in portfolio construction.00:00 Introduction and Disclaimer00:27 Welcoming Larry Swedroe00:38 Larry's Background and Expertise01:00 The Importance of Forecasting02:11 Larry's Take on Market Predictions04:12 Challenges in Economic Forecasting07:03 Investment Strategies and Market Risks12:07 The Value of Diversification22:40 Key Investment Principles33:13 The Importance of Staying the Course44:35 Exploring Portfolio Diversification45:39 The Importance of Education in Investing47:28 Understanding Risk and Asset Allocation49:11 The Role of Alternatives in a Diversified Portfolio56:03 Behavioral Finance and Investor Psychology59:46 Advising Clients on Investment Strategies01:05:23 The Significance of Diversification01:23:06 Final Thoughts and Personal Reflections*****************************Where to find Larry Swedroe*****************************Larry Swedroe on X (@larryswedroe)Larry Swedroe on Linkedin#InvestmentStrategies, #MarketRiskManagement, #PortfolioDiversification, #AlternativeInvestments, #LarrySwedroe, #StockMarketInsightsCopyright © AdvisorAnalyst

Paul starts with a general discussion of the decision to trust recent returns or make investment based on longer term returns.  He uses AVUV and ARKK as two investments you could have made in September 2019.  In the discussion he references a video where arkk creator and fund manager predicts future arkk returns.  Q: #1:  Why should future results look like the past? 16:15 Q: #2  We are in mid 50s and we think we have more money than we will need in retirement.  Is there a rule of thumb for how much money one needs?  Should one just figure out their cost of living and back into the amount needed for retirement? 26:50 Q#3  Have you done a comparison of your returns compared to Dave Ramsey's recommended portfolios? 32:55 Q #4  How can we teach young investors about the advantage of starting investing ASAP?  See the following set of PowerPoints for the ⁠⁠Orange County AAII⁠⁠.  40:02 Q #5  What is your take on Crypto Currency?  Here is what people I trust say about CC. Warren Buffett:  “In terms of cryptocurrencies, generally, I can say with almost certainty that they will come to a bad ending,” Buffett said in 2018. And his stance hasn't wavered since. According to Benzinga, Buffett believes that cryptocurrencies aren't a viable or valuable investment.  “Now if you told me you own all of the Bitcoin in the world and you offered it to me for $25, I wouldn't take it because what would I do with it? I'd have to sell it back to you one way or another. It isn't going to do anything,” Buffett said at the Berkshire Hathaway annual shareholder meeting in 2022. Ben Carlson:  I have no idea what will happen with bitcoin or cryptocurrencies in general in the years ahead. Anyone who thinks they know with certainty how this all plays out is delusional. But I can say that my stance on crypto has evolved over the years to the point where I think the best-case scenario just might be the new digital gold. Larry Swedroe  Swedroe took a more skeptical view of Bitcoin. He pointed out that Bitcoin's value proposition is questionable. ⁠Bitcoin⁠ has a theoretical limited supply, capped at 21 million coins. However, the existence of an unlimited number of substitute cryptocurrencies means Bitcoin faces a daunting challenge.  An asset with an unlimited supply typically sees its value approach zero. Swedroe categorized Bitcoin as a Ponzi scheme, though he acknowledged that it could achieve high trading values based on what people are willing to pay.

In this episode we answer emails from Drew, Barry and Rob.  We discuss an article about investing in gold from Larry Swedroe and how to read it and the articles cited therein correctly, transitioning from a 60/40 portfolio to a risk-parity style portfolio and taking distributions and how to evaluate a pension vs. a lump sum.  Groovy, Baby!Links:Swedroe Article:  Misguided Investor Expectations on the Risk and Returns of Gold | Wealth Management"The Golden Dilemma" Paper:  delivery.php (ssrn.com)"The Golden Rule of Investing"  Paper:  delivery.php (ssrn.com)Portfolio Visualizer Correlation Analysis of Swedroe suggestions and gold:  Asset Correlations (portfoliovisualizer.com)YouTube Interview of Corey Hoffstein about rebalancing timing:  Keeping it Simple Ep. 21: Do I Feel Lucky? | SimplifyImmediate Annuities Calculator/Free Quotes:  Get Your Best Annuity Quote Instantly Online! Without any sales calls. Your phone# is not required. — ImmediateAnnuities.comSupport the show

Paul Merriman, Chris Pedersen and Daryl Bahls each share his studies and comments about rebalancing a portfolio—how often, how much change before rebalancing, and when does it make sense not to rebalance? They also answer listener/viewer questions and Paul makes a special offer for a free chapter from Larry Swedroe's book, Your Complete Guide to a Successful & Secure Retirement. (See details in ‘Links' below). Q&A Which asset classes should be in taxable accounts and which in tax-advantaged accounts? To answer this oft-asked question, Paul recommends Larry Swedroe's book, Your Complete Guide to a Successful & Secure Retirement and encourages investors to read Chapter 10 from the book, “The Asset Location Decision." See “Links” below for details to buy the book and access the free chapter. “Is there a rebalancing bonus?” Chris answers this question and illustrates his answer with the chart, “Is There a Rebalancing Bonus? … Not Much.” See this chart and others mentioned below. “I want to help my 36-year-old daughter establish a retirement portfolio. What do you think of using Vanguard Life Strategy Moderate Growth Fund (VSMGX)?” Chris answers by suggesting a better answer may be a Target Date Fund and shows the Vanguard Target Date Fund Glidepath. See this and other charts and tables mentioned here. “Can I expect to invest in the funds you recommend today and hold them for the rest of my life?” Daryl's answer is yes, using our 4-Fund portfolio. He shows why by comparing the Total Market Index funds to our “No-Nonsense Portfolios” in Table 1a: “No-Nonsense Portfolios for Sound Investing: Equity Asset Allocation” and Table 2a.1, which shows “Comparison Data,” drawing special attention to our U.S. Only 4-Fund Portfolio over the Total Market Index and S&P 500. Daryl also offers a third Table, “No-Nonsense Portfolio Performance Rankings by Decade (1970-2021). See these and all charts and tables mentioned here. MORE LINKS Rebalancing: The implications of adding a small amount of small-cap value to a Total Market Index portfolio. See this Table. You can get your copy of Larry Swedroe's book, Your Complete Guide to a Successful & Secure Retirement at: https://amzn.to/3gb3noz. If you purchase via our link, it may result in our Foundation receiving a small commission that supports our financial education outreach at no additional cost to you. Read this FREE chapter from Larry's book, “The Asset Location Decision,” courtesy of Mr. Swedroe and publisher Harriman House.

My podcast guest today is Sam Adams, CEO and Founder of Vert Asset Management. Sam is on a mission to help advisors invest sustainably for their clients. Adams and I talk about the book he has co-authored with Larry Swedroe, Your Essential Guide to Sustainable Investing. Each of the co-authors has brought their unique perspective to the issues and topics they address in this writing partnership. Adams and Swedroe bring clarity to the ratings, acronyms and fund offerings, giving investors a clear plan for making sustainable investing choices.

The investment industry is fast approaching a point where one-third of global assets under management are invested with a sustainable objective. But do sustainable investment products do what investors expect them to do? How can an investor tell if their investments are having the social impact they want? Does that impact come at a financial cost? And how can investors weave their way through the web of confusing acronyms, conflicting agency ratings, and the mass of fund offerings, confident that they can recognize and avoid corporate greenwashing? Larry Swedroe and Sam Adams cut through the fog and bring clarity on all of this and more―providing investors with a firm plan for truly sustainable investing. The authors first define sustainable investing, illuminating the differences between ESG, SRI and impact investing, and reveal who is currently investing sustainably and why. They then move on to a comprehensive review of the academic research. Finally, this book arms you with a practical guide to investing sustainably, including how to effectively choose your asset allocation strategy, and select the managers and funds through which your money can create the change you want to see in the world. Your Essential Guide to Sustainable Investing (Harriman House, 2022) is the definitive go-to resource investors have been waiting for. John Emrich has worked for decades years in corporate finance, business valuation and fund management. He has a podcast about the investment space called Kick the Dogma. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

The investment industry is fast approaching a point where one-third of global assets under management are invested with a sustainable objective. But do sustainable investment products do what investors expect them to do? How can an investor tell if their investments are having the social impact they want? Does that impact come at a financial cost? And how can investors weave their way through the web of confusing acronyms, conflicting agency ratings, and the mass of fund offerings, confident that they can recognize and avoid corporate greenwashing? Larry Swedroe and Sam Adams cut through the fog and bring clarity on all of this and more―providing investors with a firm plan for truly sustainable investing. The authors first define sustainable investing, illuminating the differences between ESG, SRI and impact investing, and reveal who is currently investing sustainably and why. They then move on to a comprehensive review of the academic research. Finally, this book arms you with a practical guide to investing sustainably, including how to effectively choose your asset allocation strategy, and select the managers and funds through which your money can create the change you want to see in the world. Your Essential Guide to Sustainable Investing (Harriman House, 2022) is the definitive go-to resource investors have been waiting for. John Emrich has worked for decades years in corporate finance, business valuation and fund management. He has a podcast about the investment space called Kick the Dogma. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/environmental-studies

The investment industry is fast approaching a point where one-third of global assets under management are invested with a sustainable objective. But do sustainable investment products do what investors expect them to do? How can an investor tell if their investments are having the social impact they want? Does that impact come at a financial cost? And how can investors weave their way through the web of confusing acronyms, conflicting agency ratings, and the mass of fund offerings, confident that they can recognize and avoid corporate greenwashing? Larry Swedroe and Sam Adams cut through the fog and bring clarity on all of this and more―providing investors with a firm plan for truly sustainable investing. The authors first define sustainable investing, illuminating the differences between ESG, SRI and impact investing, and reveal who is currently investing sustainably and why. They then move on to a comprehensive review of the academic research. Finally, this book arms you with a practical guide to investing sustainably, including how to effectively choose your asset allocation strategy, and select the managers and funds through which your money can create the change you want to see in the world. Your Essential Guide to Sustainable Investing (Harriman House, 2022) is the definitive go-to resource investors have been waiting for. John Emrich has worked for decades years in corporate finance, business valuation and fund management. He has a podcast about the investment space called Kick the Dogma. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/economics

The investment industry is fast approaching a point where one-third of global assets under management are invested with a sustainable objective. But do sustainable investment products do what investors expect them to do? How can an investor tell if their investments are having the social impact they want? Does that impact come at a financial cost? And how can investors weave their way through the web of confusing acronyms, conflicting agency ratings, and the mass of fund offerings, confident that they can recognize and avoid corporate greenwashing? Larry Swedroe and Sam Adams cut through the fog and bring clarity on all of this and more―providing investors with a firm plan for truly sustainable investing. The authors first define sustainable investing, illuminating the differences between ESG, SRI and impact investing, and reveal who is currently investing sustainably and why. They then move on to a comprehensive review of the academic research. Finally, this book arms you with a practical guide to investing sustainably, including how to effectively choose your asset allocation strategy, and select the managers and funds through which your money can create the change you want to see in the world. Your Essential Guide to Sustainable Investing (Harriman House, 2022) is the definitive go-to resource investors have been waiting for. John Emrich has worked for decades years in corporate finance, business valuation and fund management. He has a podcast about the investment space called Kick the Dogma. Learn more about your ad choices. Visit megaphone.fm/adchoices

The investment industry is fast approaching a point where one-third of global assets under management are invested with a sustainable objective. But do sustainable investment products do what investors expect them to do? How can an investor tell if their investments are having the social impact they want? Does that impact come at a financial cost? And how can investors weave their way through the web of confusing acronyms, conflicting agency ratings, and the mass of fund offerings, confident that they can recognize and avoid corporate greenwashing? Larry Swedroe and Sam Adams cut through the fog and bring clarity on all of this and more―providing investors with a firm plan for truly sustainable investing. The authors first define sustainable investing, illuminating the differences between ESG, SRI and impact investing, and reveal who is currently investing sustainably and why. They then move on to a comprehensive review of the academic research. Finally, this book arms you with a practical guide to investing sustainably, including how to effectively choose your asset allocation strategy, and select the managers and funds through which your money can create the change you want to see in the world. Your Essential Guide to Sustainable Investing (Harriman House, 2022) is the definitive go-to resource investors have been waiting for. John Emrich has worked for decades years in corporate finance, business valuation and fund management. He has a podcast about the investment space called Kick the Dogma. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/finance

Far too many people are not are not financially prepared to retire. However, it's never too late to get started.Then our listeners chime in on:Larry Swedroe's own only small and value stocks strategy.The need for bonds in a portfolio.Using a "bond replacement strategy" (annuities) instead.Converting to a Roth IRA to avoid RMD.Determining the best cost basis strategy for tax purposes.We end we a brief discussion of  a Texas Christian money radio advisor about to spend life in prison.

In Episode 129, expert Peter Zalewski of Condo Vultures® interviews acclaimed architect Robert M. Swedroe - the founder of Swedroe Architecture who has designed more than 3,500 projects worldwide - in a must-listen interview about the evolution of South Florida condo development since the 1970s; working with renowned Miami Beach architect Morris Lapidus of Fontainebleau Hotel, Eden Roc Hotel and Lincoln Road Mall fame; and the possibility of another condo construction boom in Miami. The conversation also explores the changes coming to condo design as a result of the COVID-19 pandemic, inside-out v. outside-in design fundamentals, the importance of unit efficiency and the marketing of "starchitects" and name-brand condos in South Florida. In Segment 1, Swedroe discusses growing up in New York, working with Lapidus to design a number of notable Miami Beach projects and founding his own firm in 1974. Swedroe shares a unique story about how he landed one of his biggest clients, Aventura's founder Donald Soffer and the development firm Turnberry Associates. In Segment 2, Swedroe talks about condo-design fundamentals, inside-out v outside-in designs to maximize living area and the latest "marketing gimmicks" being used to sell condo units. In Segment 3, Swedroe discusses the development outlook for South Florida's condo market in the post-pandemic era. To send a comment, please email the podcast at Inquiry@CondoVultures.com Please be sure to patronize our advertising supporters: Condo Vultures® Realty, Condo Vultures® Condo Correction Tours, and CVR Realty. Click here to subscribe to the Condo Vultures® Distressed Market Intelligent Report. --- Send in a voice message: https://anchor.fm/condovultures/message

Welcome to Episode 44 of Retire Me! In the world of enterprise technology, businesses want proof that the solutions they are buying will perform as expected.  They look for research, they test solutions to make sure they are compatible with their environment, and they build business cases based on their findings.  These steps help businesses make good decisions. When I discovered factor investing in 2017, it made sense that investment decisions should be carried out the same way as big business decisions.  Asking questions like: What is the evidence that supports our decision making? The data robust and reliable? Can we implement it in a way that fits my life and my goals? Can I expect a relatively better ROI on this approach over decades, versus other alternatives? Over the next 4 weeks, we will: Introduce factor investing more in depth Explain the main factors that drive investment returns Explain how factors can be implemented Offer some pros and cons and reasons why you may want to either pursue or avoid a factor investment strategy Most of the content for these episodes is inspired and heavily sourced from Larry Swedroe and Andrew Berkin's book: "Your Complete Guide to Factor Based Investing" Your Complete Guide to Factor-Based Investing: The Way Smart Money Invests Today: Berkin, Andrew L, Swedroe, Larry E: 9780692783658: Books - Amazon.ca The design point of these episodes is to explain factors in "Plain English".  Some of the research is a little wonky, so I have done my best to condense and simplify wherever possible. If you have questions or clarifications, please message me or send an email to retirempod@gmail.com Show notes will be up on my blog at www.walhoutfinancial.ca/podcast Enjoy!

Our guest this week is noted author and researcher Larry Swedroe. Larry is chief research officer at financial advisory firm Buckingham Wealth Partners, which he joined in 1996. In his role, Larry is responsible for reviewing academic research on financial and investing matters and determining how that research should inform Buckingham's investment strategy. Larry is also a member of the firm's Investment Policy Committee. Larry has written numerous books on investing and finance, the most recent being the second edition of The Incredible Shrinking Alpha, which he coauthored with Andrew Berkin. His work has also been published in various academic journals, including the Journal of Investing. Larry began his career as a risk manager at Citicorp and later at Prudential Home Mortgage. He received his bachelor's in finance from Baruch College in New York and his MBA in finance and investment from New York University.BackgroundBioLarry Swedroe’s booksInvestment Strategies/Factor Investing“Swedroe: A Five-Factor Evaluation,” by Larry Swedroe, Yahoo.com, Sept. 25, 2017. “Swedroe: Factor Persistence & Diversification,” by Larry Swedroe, ETF.com, May 8, 2017.“Swedroe: Simple Factor Investing,” by Larry Swedroe, ETF.com, Sept. 10, 2018.“Swedroe: 3 Factor Investing Myths,” by Larry Swedroe, ETF.com, Feb. 13, 2019.“Swedroe: Virtues of a Long/Short Strategy,” by Larry Swedroe, ETF.com, Aug. 14, 2015“Factors in Commodity Returns,” by Larry Swedroe, seekingalpha.com, Sept. 9, 2020.“Swedroe: Understanding Risk & Return,” by Larry Swedroe, ETF.com, Nov. 7, 2018.“Larry Swedroe: Risk Warrior in Action,” by Janet Levaux, thinkadvisor.com, March 26, 2019.“An Investment Strategy That Reduces the Risk of Black Swans,” by Robert Powell, thestreet.com, March 27, 2019.“Value and Momentum Everywhere,” by Clifford S. Asness, Tobias J. Moskowitz, and Lasse Heje Pedersen, The Journal of Finance, Vol. LXVIII, No. 3, June 2013.“Profitability, Investment and Average Return,” by Eugene F. Fama and Kenneth R. French, Journal of Financial Economics, July 28, 2006.“The Other Side of Value: The Gross Profitability Premium,” by Robert Novy-Marx, National Bureau of Economic Research, April 2010.“The Simple Explanation for Value’s Underperformance,” by Larry Swedroe, evidenceinvestor.com, Jan. 3, 2020.“Even Great Investments Experience Massive Drawdowns,” by Larry Swedroe, alphaarchitect.com, Aug. 20, 2020.“Swedroe: Small Value Lags for 15 Years,” by Larry Swedroe, ETF.com, Feb. 20, 2019.“Passive Investing Without Indexes,” by Larry Swedroe, ETF.com, April 13, 2016.“A Comparison of Passively Managed, Small-Value Funds,” by Larry Swedroe, advisorperspective.com, March 10, 2020.Fixed Income“Swedroe: Factors in Fixed Income,” by Larry Swedroe, ETF.com, May 4, 2018.“Swedroe: Consider Factors in Fixed Income,” by Larry Swedroe, ETF.com, June 27, 2016.“Swedroe: Why Chasing Yield Fails,” by Larry Swedroe, ETF.com, Dec. 26, 2018.“Swedroe: High-Yield Rewards Underwhelming,” by Larry Swedroe, ETF.com, Dec. 30, 2015.Retirement Planning“Sequence Risk Is a Big Threat to Retirees,” by Larry Swedroe, evidenceinvestor.com, Oct. 18, 2019.“8 Retirement Planning Mistakes to Avoid,” by Larry Swedroe and Kevin Grogan, nextavenue.org, Jan. 8, 2019.“Safe Withdrawal Rate: Is 3 Percent the new 4 Percent?” by Larry Swedroe, cbsnews.com, Oct. 4, 2013.“Do you Choose a Declining or Rising Equity Strategy in Retirement?” by Larry Swedroe, buckinghamadvisor.com, July 22, 2016.ESG Investing “Swedroe: ESG Strategy Performance,” by Larry Swedroe, ETF.com, April 10, 2019.“The Risk and Return Implications of ESG,” by Larry Swedroe, buckinghamadvisor.com, May 29, 2018.“How ESG Makes Companies Better,” by Larry Swedroe, advisorperspectives.com, June 16, 2020.“Determining the Nature of ESG Returns,” by Larry Swedroe, thebamalliance.com, Sept. 6, 2018.

This “Money Talks” event brought together Rick Ferri, Larry Swedroe and Paul Merriman to discuss personal finance and investing from their various perspectives. It was a free live online event hosted by Choose FI’s Community Director Jennifer Mah on Oct. 7, 2020. Due to length of the conversation, we are presenting it in two parts. Here are some of the diverse topics covered. You can access Part 1 here for Video and here for Podcast. Rick discussed the 4 levels of getting to investment nirvana. Larry recommended anyone getting ready for retirement read Your Retirement Quest: 10 Secrets for Creating and Living a Fulfilling Retirement by Alan Spector and Keith Lawrence. Rick Ferri, CFA, is an investment analyst, adviser and author committed to helping DIYers. He is the president of the John C. Bogle Center for Financial Literacy, a frequent contributor to Bogleheads.org and host of the Boglehead podcast. Larry Swedroe is one of the most knowledgeable people I know about asset class selection and asset allocation, and the author of many acclaimed books including Your Complete Guide to a Successful and Secure Retirement 1st Edition by Larry Swedroe (Author), Kevin Grogan, Wise Investing Made Simple: Larry Swedroe's Tales to Enrich Your Future (Focused Investor), and his recent release of the 2nd edition of The Incredible Shrinking Alpha: How to be a successful investor without picking winners. This podcast is also available as a Video.

There is something of interest for every investor in this “Money Talks” event that brought together Rick Ferri, Larry Swedroe and Paul Merriman to discuss personal finance and investing from their various perspectives. It was a free live online event hosted by Choose FI’s Community Director Jennifer Mah on Oct. 7, 2020. Due to length of the conversation, we are presenting it in two parts. Here are some of the diverse topics covered. Part 2 will be broadcast next week. The topics covered were diverse and included: The difference between the desire, willingness and need to take risk How to build portfolios for retirees during a period of low interest Pros and cons of Monte Carlo studies When it makes sense to use advisors who charge by the hour Why understanding investors is more important than finding the best investment strategy Keys to retiring early How do you know when you have enough to retire? The pros and cons of investing in companies that pay dividends Why retirees depending on dividends should increase their exposure to stocks How to make smart tax-efficient moves How to you move from one strategy to another Pros and cons of target date funds Pros and cons of preferred stocks Which are best: CDs or bond funds? What investments should be held in taxable and tax deferred accounts?

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

David Walker has been saying that tax rates are going to have to double since 2008. We didn’t do that. So that means the national debt will continue to accumulate until we reach $53 trillion, at which all the money flowing into the Treasury will only be enough to pay the interest on the debt. Many people other than David Walker are starting to speak about the future of tax rates as the national debt continues to skyrocket. Ray Dalio has said that the US will have little choice but to raise taxes in the coming years to offset its mounting liabilities and debt. In many ways we are looking at a currency problem, not just a debt problem. Leon Cooperman believes that no matter who wins in the coming November election, taxes are on the way up, and the coming tax revamp is going to change capitalism forever. The only variable is how high and how fast tax rates will go up. Leon spoke favourably in the past about the tax cuts implemented by President Trump and why the wealth tax proposed by Nancy Pelosi is pretty much impossible to implement, let alone being unconstitutional. Ed Slott believes that there is a good chance that tax rates will go up before 2026. Should Joe Biden get elected, the tax sale may very well come to an end earlier than expected. Larry Kotlikoff, one of the most famous accountants in the world, is recommending that people implement the Power of Zero principles for their clients. The cost of converting a portion of your stock market portfolio will be lower today than at any other point in your lifetime. There are a few good reasons not to buy municipal bonds in general, but Larry offers another reason. Larry Swedroe echoes much of what Larry Kotlikoff has said. Whatever party is in power, we are likely to see a significant increase in taxes before 2026. More and more experts are seeing the writing on the wall and saying that we will have to endure higher taxes in the near future. Even the most skeptical of experts are coming around and are realizing what’s happening. You must take on a sense of urgency when it comes to your taxable buckets. If you still have money above and beyond the optimal amount in your taxable bucket, you are exposing yourself to some serious risks. You’re much better off paying taxes now than later.

Hello, welcome to Episode 20 of Retire Me. Today we continue with our series: Key Questions for the Long Term Investor - Do I Need to Outsmart the Market to be a Successful Investor? From there, we move into a discussion about how to choose the right mix of stocks and bonds in a portfolio.   We discuss Larry Swedroe's framework for assessing your risk tolerance by considering your ability, willingness, and need to take risk We discuss the single question that matters most when trying to determine your own risk tolerance - your "Get Me Out" point, or GMO. We discuss why now is a great time to re-assess your risk tolerance. Show notes and links will be available shortly on my blog at www.walhoutfinancial.ca/retire-me Thanks for listening! Mark

Welcome to Episode 17 of Retire Me. Today, we discuss Larry Swedroe's new book "Your Complete Guide to a Successful and Secure Retirement".  Larry is a prolific author and practitioner in the investment and retirement space.  We talk about the key elements to a successful retirement.   This list has nothing to to with numbers and figures.  It has everything to do with your passions, your purpose, and your growth.  It applies to retirees, and to anyone who wants to build a purpose-driven life. I also introduce a 9 part series entitled "Key Questions for Long Term Investors" where I lay out my investment philosophy.  This will dovetail into a longer series I'm going to do on factor investing, and form the foundation for a weekly segment I will do on investments going forward. Detailed links and show notes will be posted to my blog at www.walhoutfinancial.ca/retire-me shortly. Thanks for listening, Mark

Diesmal werde ich Dir 7 Gründe erläutern, die gegen aktives Investieren sprechen. Bist Du jemand, der Einzelwerte kauft und denkt, dass er schlauer ist als der Markt? Ich kann das verstehen, das wollen wir alle, denn wir wollen als Gewinner hervorgehen. Ich werde Dir heute Argumente liefern, um Dir eine andere Perspektive zu geben, damit Du tatsächlich ein erfolgreicher Investor wirst.       Link zu unserer CAPRI Akademie: www.capri-akademie.de Meine Mailadresse für Fragen ist: schuster@capitalreinvest.de   Link „passiver Benchmark“: https://bit.ly/2xJzrtQ Quelle: Wo sich die Wölfe schneller vermehren als die Lämmer, bleibt für den einzelnen Wolf immer weniger (Buch von Berkin & Swedroe, 2015)   Wenn Dir die Folge gefallen hat, vergiss nicht eine ⭐ ⭐ ⭐ ⭐ ⭐-Bewertung für uns abzugeben. Das geht ganz einfach unter folgendem Link: http://bit.ly/capri_podcast_easy   Danke dafür, Dein Fabian

Hello, welcome to Retire Me episode 16! On today's show, we talk about the recent economic data and why it is confusing to see markets rise in the face of really bad economic news. I describe the reasons why markets and the economy don't always match and and what that means for investors. Detailed show notes will be posted shortly to my blog at www.walhoutfinancial.ca/retire-me Thanks for listening!

In his nearly five decades as a professional investor, Buckingham's Larry Swedroe has seen every type of market, including roughly 20 different "panics" of varying scopes and magnitudes. Despite the fact that the coronavirus-induced sell-off was the fastest in history, with the Dow losing 37% in 23 days and no indication the bottom is in, he remains optimistic. On the latest episode of Let's Talk ETFs, Swedroe offers his accrued investing wisdom - borne out by real-world experience and supported by reams of academic work. Show Notes 4:00 - Larry's unique perspective for the current panic 9:00 - What's the situation like in St. Louis (where Larry lives)? 12:15 - How should investors be reacting given the current situation? 15:45 - Three different types of bear markets: 2000 vs. 2008 vs. today 26:00 - Weighing the costs of an extended pandemic and subsequent social distancing on the U.S. and global economy 36:30 - Understanding the differences between "risk" and "uncertainty" 41:00 - Figuring out the right portfolio allocation strategy 54:30 - The "Larry Portfolio": How could it have helped investors be in better shape for the current market panic? 1:11:30 - Are classic valuation metrics still relevant given how modern companies operate? 1:17:45 - Does the "momentum" factor work during violent market shocks? When does it work best?  1:28:30 - Why does the market sometimes have extreme moves on no news?

Ariel describes how she has been influenced by her grandfather, Robert Swedroe's renowned collages.She talks about her technique, in which she uses graphic prints and combines them with silhouettes that are functional, fashionable and fierce. Her use and play on color, incorporated with a keen eye for a woman's figure is evident, and she shares her goals for the future

Are you on track for a secure and successful retirement? What are the key points you need to take into account? Is retirement planning more than talk about money? What are the 'four horsement of the retirement apocalypse?' What mistakes should you avoid? How do you prepare your heirs and when do you start? What are some concerns unique to women? Host Jordan Goodman talks with financial expert Larry Swedroe about Swedroe's newest book, 'Your Complete Guide to a Secure and Successful Retirement' in this episode of The Money Answers Show. Swedroe and Goodman discuss investments, the current focus on income generation and dividends, tax strategies and much more.

Are you on track for a secure and successful retirement? What are the key points you need to take into account? Is retirement planning more than talk about money? What are the 'four horsement of the retirement apocalypse?' What mistakes should you avoid? How do you prepare your heirs and when do you start? What are some concerns unique to women? Host Jordan Goodman talks with financial expert Larry Swedroe about Swedroe's newest book, 'Your Complete Guide to a Secure and Successful Retirement' in this episode of The Money Answers Show. Swedroe and Goodman discuss investments, the current focus on income generation and dividends, tax strategies and much more.

Our guest this week is noted author and advisor, William Bernstein. Bill’s background and entree to finance is unique—a neurologist by training, Bill self-taught himself the principles of investing and asset allocation, eventually parlaying that knowledge into a successful financial advisory practice and a series of influential, critically acclaimed books such as "The Intelligent Asset Allocator." In this conversation, we explore Bill’s background and how it shaped his development and thinking as an investor and how he applies those lessons in working with clients who are trying to meet goals like a comfortable, secure retirement. “I had to figure out how to save and invest on my own”: Bill’s crash course into investing and constructing a portfolio (1:29) “I had to figure out how to save and invest on my own”: Bill’s crash course into investing and constructing a portfolio (1:29) • “I had to figure out how to save and invest on my own”: Bill’s crash course into investing and constructing a portfolio (1:29) • Separating the wheat from the chaff: How Bill decides what investing research matters and what doesn’t (4:30) • Top of the list: Books that profoundly influenced Bill’s investment philosophy and approach (5:45) • “The overwhelming science of investing does not speak well of active management”: Bill on why empirical data ought to settle most questions (and why active-share doesn’t hold up to scrutiny) (7:02) • “You approach it with extreme caution”: Bill explains why investors should be skeptical of most factors they encounter in the “factor zoo”, save a few (9:27) • A question that’s giving Bill pause: Is value too crowded a trade? (10:33) • Is low-volatility the most attractive factor from a behavioral standpoint? Bill worries it’s gotten too expensive. (12:02) • Fingers (and toes) crossed: Bill thinks value is cheap enough to stick with (12:55) • “Really, not very much”: Bill on how his approach to asset allocation has evolved over time (13:43) • “The riskiness of stocks is not an intrinsic characteristic of stocks; it’s more a characteristic of the investor”: Why stocks’ volatility doesn’t fluster younger investors, but freaks out older investors (14:38) • On how we tend to overrate our risk tolerance: “The difference between being able to see (losses) in a spreadsheet and actually manage (through losses) in real time is the difference between crashing an airplane in a flight simulator and in the real world” (15:38) • “If you’ve won the game, stop playing”: How to shake older investors out of their complacency with equity risk and recency bias (16:53) • “The very best physicians are consumed by self-doubt”: How a high ratio of “rumination-to-celebration” can help investors constructively reckon with shortcomings in their approach and improve (19:26) • Getting it wrong and therefore right: Bill explains how advisors can use their own fallibility and uncertainty to fortify their relationship with clients (versus scaring them to death) (21:12) • An argument with Jack Bogle: How a debate with the Vanguard founder about foreign-stock investing became an object lesson in how reality intrudes on theory (and how that informs Bill’s approach to managing clients) (22:56) • “You don’t appreciate it until bad things happen”: On whether the rally in riskier bonds has changed Bill’s tune on limiting fixed-income investments to short-term, high-grade fare (24:25) • “Investment is a process that transfers wealth to people that have a strategy and can execute it from those who don’t and can’t” (26:22) • “A reasonable hypothesis, but it got tested” (and failed): Bill on the argument for active bond investing (27:02) • Earthquakes and execrable returns: Why the best investing and economic gains have been realized in English-speaking countries. (Hint: It’s the law.) (27:48) • Emerging-markets stocks: Why they’re only a bargain when they’re cheap relative to their own history and developed markets (and still might not be inexpensive even in that case) (30:23) • Potential hazards: “The US markets are significantly overvalued relative to the rest of the world” (31:36) • “You’d have your head handed to you”: On the impermanence of investment measures, why it’s dangerous to extrapolate, and the implications for investors (32:54) • “When I think about my tombstone, ‘investment adviser’ is not one of the things I want to see up there” (34:00) • “We’re extremely choosy in who we take on. So we have a very enjoyable practice as a result of that” (35:49) • On retirement preparedness: “A slow-moving and fairly impressive disaster” (37:13) • “I don’t think the system needs nudges. I think the system needs dynamite”: Steps to radically redefine the retirement system (39:20) • “It would be nice if we had a system where people didn’t have to save quite so much, because that’s an unattainable goal for probably 80% of the population” (40:41) • The skunk-in-the-suburb analogy: We’re evolved to avoid the snake or the tiger, not to plan for retirement fifty years into the future (41:24) • What to do for investors who aren’t interested in finance or good with numbers: Limit investor autonomy, provide a generous match, offer a low-cost menu, default them into a target-date fund (43:03) • “One of the most important people in my life”: Remembering Jack Bogle (44:32) • “Something that everyone knows isn’t worth knowing”: Bill on the under-appreciated importance of corporate governance to security returns (46:46) • How Bill navigates ESG with his clients: He discourages them from pursuing it (49:25) • Principled but “bending”: How humility should make room for other ideas or priorities within a portfolio or plan (51:05)   • William Bernstein bio (CFA Institute) https://blogs.cfainstitute.org/investor/author/williamjbernstein/ • William Bernstein’s “Efficient Frontier” website http://www.efficientfrontier.com/ • Mean-variance optimization: Explainer https://www.effisols.com/basics/MVO.htm • William Bernstein’s reading list http://www.efficientfrontier.com/reading.htm • Fama and French research papers https://papers.ssrn.com/sol3/cf_dev/AbsByAuth.cfm?per_id=1455 • “A Random Walk Down Wall Street” by Burton G. Malkiel https://www.amazon.com/Random-Walk-Down-Wall-Street/dp/0393081435/ref=sr_1_1?s=books&ie=UTF8&qid=1324493412&sr=1-1 • “Bogle on Mutual Funds” by Jack Bogle https://www.amazon.com/gp/product/111908833X/ref=dbs_a_def_rwt_bibl_vppi_i4 • “The Intelligent Investor” by Benjamin Graham https://www.amazon.com/Intelligent-Investor-Definitive-Investing-Practical/dp/0060555661/ref=sr_1_1?s=books&ie=UTF8&qid=1324493602&sr=1-1 • “The Theory of Interest” by Irving Fisher https://www.amazon.com/Theory-Interest-Illustrated-Irving-Fisher-ebook/dp/B00CR32KGK • “The Arithmetic of Active Management” by William F. Sharpe • https://web.stanford.edu/~wfsharpe/art/active/active.htm • Active Share website https://activeshare.nd.edu/ • “Presidential Address: Discount Rates” by John H. Cochrane https://faculty.chicagobooth.edu/john.cochrane/research/papers/discount_rates_jf.pdf • Value (aka “book-to-market”) factor http://mba.tuck.dartmouth.edu/pages/faculty/ken.french/Data_Library/det_form_btm.html • Momentum factor http://mba.tuck.dartmouth.edu/pages/faculty/ken.french/Data_Library/det_mom_factor.html • Profitability factor http://mba.tuck.dartmouth.edu/pages/faculty/ken.french/Data_Library/tw_5_ports_beme_op.html • “Your Complete Guide to Factor-based Investing” by Andrew L. Berkin and Larry E. Swedroe • https://www.amazon.com/dp/B01N7FCW2D/ref=dp-kindle-redirect?_encoding=UTF8&btkr=1 • Factor performance http://mba.tuck.dartmouth.edu/pages/faculty/ken.french/data_library.html#Research • Berkshire Hathaway 2018 shareholder letter http://www.berkshirehathaway.com/letters/2018ltr.pdf • “Betting Against Beta” by Andrea Frazzini and Lasse Heje Pedersen http://pages.stern.nyu.edu/~lpederse/papers/BettingAgainstBeta.pdf • “Betting Against Beta” factor vs. value factor performance (10 years ended Feb. 2019) https://www.portfoliovisualizer.com/factor-statistics?s=y&factorDataSet=-1&marketArea=0&__checkbox_ffmkt=true&__checkbox_ffsmb=true&__checkbox_ffsmb5=true&ffhml=true&__checkbox_ffhml=true&__checkbox_ffmom=true&__checkbox_ffrmw=true&__checkbox_ffcma=true&__checkbox_ffstrev=true&__checkbox_ffltrev=true&__checkbox_aqrmkt=true&__checkbox_aqrsmb=true&__checkbox_aqrhml=true&__checkbox_aqrhmldev=true&__checkbox_aqrmom=true&__checkbox_aqrqmj=true&aqrbab=true&__checkbox_aqrbab=true&__checkbox_trm=true&__checkbox_cdt=true&startDate=03%2F01%2F2009&endDate=03%2F31%2F2019 • “The Intelligent Asset Allocator” by William J. Bernstein https://www.amazon.com/gp/product/0071385290/ref=s9_simz_gw_s0_p14_i1?pf_rd_m=ATVPDKIKX0DER&pf_rd_s=center-2&pf_rd_r=1NNWXTETT62HJ8QM9ZM6&pf_rd_t=101&pf_rd_p=470938631&pf_rd_i=507846 • “Availability” heuristic https://www.behavioraleconomics.com/resources/mini-encyclopedia-of-be/availability-heuristic/ • Dunning-Kruger effect https://www.ncbi.nlm.nih.gov/pubmed/10626367 • “Why Jack Bogle Doesn’t Own Non-U.S. Stocks” with Christine Benz and Jack Bogle (Oct. 22, 2018) https://www.youtube.com/watch?v=P54trh0Rre8 • “Will Active Stock Funds Save Your Bacon in a Downturn?” by Jeffrey Ptak https://www.morningstar.com/articles/852864/will-active-stock-funds-save-your-bacon-in-a-downt.html • “Global Stock Markets in the Twentieth Century” by Philippe Jorion and William N. Goetzmann, Journal of Finance https://onlinelibrary.wiley.com/doi/abs/10.1111/0022-1082.00133 • “Legal Determinants of External Finance” by Rafael La Porta, Florencio Lopez-de-Silane, Andrei Shleifer, Robert W. Vishny, NBER Working Paper https://www.nber.org/papers/w5879 • Online Data Robert Shiller http://www.econ.yale.edu/~shiller/data.htm • S&P 500 Shiller PE Ratio https://www.multpl.com/shiller-pe • S&P 500 Price/earnings ratio https://www.multpl.com/s-p-500-pe-ratio • S&P 500 Price/book ratio https://www.multpl.com/s-p-500-price-to-book • National Retirement Risk Index, Center for Retirement Research at Boston College https://crr.bc.edu/special-projects/national-retirement-risk-index/ • “National Retirement Risk Index Shows Modest Improvements in 2016” by Alicia H. Munnell, Wenliang Hou, Geoffrey T. Sanzenbacher, Center for Retirement Research at Boston College https://crr.bc.edu/wp-content/uploads/2017/12/IB_18-1.pdf • “In Memoriam”, William J. Bernstein, Efficient Frontier http://efficientfrontier.com/ef/0adhoc/RIP-JCB.html • David Yermack, Albert Fingerhut Professor of Finance and Business Transformation, NYU Sterm, Publications https://its.law.nyu.edu/facultyprofiles/index.cfm?fuseaction=profile.publications&personid=20547

Larry Swedroe (Buckingham Strategic Wealth) talks about his 16th book, Your Complete Guide to a Successful and Secure Retirement, the two biggest retirement mistakes, and what Larry calls the five horsemen of the retirement apocalypse. Plus, is there a way to consolidate your investment portfolio before you retire and avoid paying capital gains tax? Also, dancing to stave off dementia, the world of golf, and China and Brexit news - but probably not what you're expecting. Transcript and show notes: http://bit.ly/YMYW-206

In this episode i take a run down on my top 5 books for 2019. These reads were crucial for my knowledge. 1) Accounting for the numberphobic by Dawn Fotopulos 2) The neatest guide to stock market investing by Jason Kelly 3) Warren Buffet and the interpretation of the financial statements by Mary Buffet 4) The only guide to winning investment strategy you’ll ever need by Larry E. Swedroe 5) American Values by Robert F. Kennedy Jr

Kathryn interviews Director of Research for Buckingham Strategic Wealth and The BAM Alliance Larry Swedroe, co-author of the book “Your Complete Guide to a Successful and Secure Retirement.” As we get older, most of us look forward to a life free from work. But the truth is that retirement can be highly stressful and complex - and all too many Americans fail to plan for it. Swedroe has been featured and interviewed in The WSJ, CBS Moneywatch, and Forbes.com. Kathryn also interviews coach and speaker Kathryn Sollmann, author of the book “AMBITION REDEFINED: Why the Corner Office Doesn't Work For Every Woman and What to Do Instead.” When we reframe what it means to be ambitious, we acknowledge that challenging, lucrative work can be found in many ways that favor personal satisfaction over public applause. Sollmann, a recognized leader in helping women navigate work and life, is a frequent media resource for The Today Show, NPR, The WSJ, The NYTimes, Money, and CNBC.

Kathryn interviews Director of Research for Buckingham Strategic Wealth and The BAM Alliance Larry Swedroe, co-author of the book “Your Complete Guide to a Successful and Secure Retirement.” As we get older, most of us look forward to a life free from work. But the truth is that retirement can be highly stressful and complex - and all too many Americans fail to plan for it. Swedroe has been featured and interviewed in The WSJ, CBS Moneywatch, and Forbes.com. Kathryn also interviews coach and speaker Kathryn Sollmann, author of the book “AMBITION REDEFINED: Why the Corner Office Doesn't Work For Every Woman and What to Do Instead.” When we reframe what it means to be ambitious, we acknowledge that challenging, lucrative work can be found in many ways that favor personal satisfaction over public applause. Sollmann, a recognized leader in helping women navigate work and life, is a frequent media resource for The Today Show, NPR, The WSJ, The NYTimes, Money, and CNBC.

Jason and Larry talk about efficient markets and asset allocation for retirement investing.  Larry Swedroe is the Lead Director and Director of Research as well as a member of the Board of Directors at Buckingham Family of Financial Services.  Buckingham is a Registered Investment Advisory firm, currently managing $15 billion in assets, with offices in 25 cities. BAM is also provider of Turnkey Asset Management Services to about 130 financial advisory firms across the U.S. and has approximately $19 billion of assets under administration. Larry has authored or co-authored 16 books.  The latest is Reducing the Risk of Black Swans, 2018 edition, co-authored with Kevin Grogan.   Larry also writes regularly for ETF.com, Alphaarchitect.com and AdvisorPerspectives.com. If you would like to learn more visit: www.buckinghamadvisor.com

Larry Swedroe from Buckingham Strategic Wealth talks about factor-based investing for a widely diversified portfolio, and the difference between alpha, beta and smart beta. 7 tax planning tips for millionaires and those who want to be millionaires. Joe and Big Al talk about Social Security and the often overlooked family benefits. And, the fellas answer emails on SEPP, 72(t), IRAs, 8606’s, 1040’s and other mysterious numbers and acronyms.

Aired: 4/23/2016 11 AM:: Financial expert Larry Swedroe joins to talk about the best ways to invest in the stock market. Plus, Swedroe compares passive versus active investing explaining which approach is best for pre-retirees and retirees.

My guest today is Larry Swedroe, a Buckingham Asset Management principal. He is also a principal and co-founder of BAM Advisor Services, LLC, and serves as the director of research for both entities. Swedroe has authored or co-authored fourteen books and comes at investing from an evidence-based approach. The topic is outside the box market perspectives. In this episode of Trend Following Radio we discuss: Forecasters and prediction The three types of forecasters Confirmation bias How your political affiliation might change your willingness to listen to forecasts Value perspective vs. momentum perspective The anomaly of momentum The evidence-based thinking approach Momentum trading in 2008 How Swedroe prepares for the unexpected Not treating the unlikely like it's impossible Managing your risk Process vs. outcome The equity risk premium and bear markets Commonplace crises Planning ahead Diversification attempts to get outside of equities Jump in! --- I'm MICHAEL COVEL, the host of TREND FOLLOWING RADIO, and I'm proud to have delivered 10+ million podcast listens since 2012. Investments, economics, psychology, politics, decision-making, human behavior, entrepreneurship and trend following are all passionately explored and debated on my show. To start? I'd like to give you a great piece of advice you can use in your life and trading journey… cut your losses! You will find much more about that philosophy here: https://www.trendfollowing.com/trend/ You can watch a free video here: https://www.trendfollowing.com/video/ Can't get enough of this episode? You can choose from my thousand plus episodes here: https://www.trendfollowing.com/podcast My social media platforms: Twitter: @covel Facebook: @trendfollowing LinkedIn: @covel Instagram: @mikecovel Hope you enjoy my never-ending podcast conversation!

Michael Covel speaks with Larry Swedroe on today’s podcast. Swedroe is a Buckingham Asset Management principal. He is also a principal and co-founder of BAM Advisor Services, LLC, and serves as the director of research for both entities. Swedroe has authored or co-authored fourteen books and comes at investing from an evidence-based approach. Covel and Swedroe have different vantage points, but there are some commonalities in their thinking. They discuss forecasters and prediction; the three types of forecasters; confirmation bias; how your political affiliation might change your willingness to listen to forecasts; value perspective vs. momentum perspective; the anomaly of momentum; the evidence-based thinking approach; momentum trading in 2008; how Swedroe prepares for the unexpected; not treating the unlikely like it’s impossible; managing your risk; process vs. outcome; the equity risk premium and bear markets; commonplace crises; planning ahead; and diversification attempts to get outside of equities. Want a free trend following DVD? Go to trendfollowing.com/win.

This is the seventeenth day in our 31-Day Money Challenge. Over 31 days we’ll publish 31 podcasts, each designed to help you move closer to financial freedom. Yesterday we looked at why it’s important to invest like a business owner. In today’s podcast, we interview Larry Swedroe, author of Think, Act, and Invest Like Warren […] The post DR 024: How to Invest Like Warren Buffett [Interview withLarry Swedroe] appeared first on The Dough Roller.