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The BAM ALLIANCE

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Larry Swedroe reviews a pair of studies showing that mutual funds have long exploited their knowledge of investors' irrational preference for dividends by “juicing” the dividend yield to attract assets.
Larry Swedroe reviews two studies showing that mutual funds have long exploited investors' irrational preference for dividends by “juicing” the dividend yield.
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The BAM ALLIANCE

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In many areas of life, trying to discern the lucky from the skilled can be tough. This difficulty extends to the evaluation of active fund managers. Larry Swedroe unpacks the literature on luck versus skill in mutual fund performance.
Five studies. One common takeaway. Larry Swedroe unpacks the literature on luck versus skill in mutual fund performance.
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The BAM ALLIANCE

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Olympic glory comes down to winning a single, defining contest. And it's easy to see the rest of life in a similar way. But "success" in investing is about regularly applying simple disciplines in unseen moments. Tim Maurer explains why.
In both investing and athletics, success is cultivated in millions of unseen moments.
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The BAM ALLIANCE

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Given the competing demands on your finite income, identifying true financial priorities is tough. To help, Tim Maurer has compiled a list of the places where (and in what order) you should spend (or save) your next available dollar.
How will you spend your next dollar? Tim Maurer shares his idea in his latest post on Forbes.com.
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The BAM ALLIANCE

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Align your financial reality with your drivers of happiness. Manisha Thakor on a simple exercise to help you start creating tighter linkages between your money and your life so that the former serves the latter, not the reverse. 
Make your money serve your life, not the reverse. Manisha Thakor on why that means knowing what we truly want.
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The BAM ALLIANCE

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Traditional IRAs come with hedging benefits, and Roth IRAs can be useful in managing tax-schedule uncertainty. Larry Swedroe examines new research on retirement asset location and the diversification of tax risk.
Should investors choose a traditional or Roth IRA? Larry Swedroe on retirement asset location and the diversification of tax risk.
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The BAM ALLIANCE

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Given the large body of evidence that momentum trading is highly profitable, it’s puzzling why retail investors trade in the opposite direction. Larry Swedroe on why something called the "disposition effect" may be to blame.
Given that momentum trading is highly profitable, why do retail investors trade in the opposite direction? Larry Swedroe unpacks the "disposition effect."
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The BAM ALLIANCE

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Time away from the office is hugely important for our personal well-being (and for productivity, too). Although no substitute for a true vacation, Manisha Thakor shares her tips for optimizing the way you work remotely.
Time away from the office is hugely important. And although it's no substitute for a true vacation, Manisha Thakor shares her tips for optimizing the way you work remotely.
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The BAM ALLIANCE

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Despite evidence of its risk reduction benefits, many investors are reluctant to annuitize assets for both financial and behavioral reasons. Larry Swedroe sheds some light on why this "annuity puzzle" exists and offers a solution.
Despite potential benefits, many people hesitate to annuitize. Larry Swedroe on solving the annuity puzzle.
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The BAM ALLIANCE

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A new study has found some evidence of a "smart money" effect with mutual fund inflows. But, given the very short horizon for benefits plus limited fund capacity, it doesn't seem like much is there. Larry Swedroe explains why.
A new study looks for "smart money" in mutual fund inflows. Larry Swedroe unpacks what it found.
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The BAM ALLIANCE

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Is low volatility unique, or can its performance be explained by other investment factors (like value)? Larry Swedroe reviews recent research and explores whether low-vol strategies have now become overgrazed.
Can the low-volatility anomaly be explained by other investment factors? Larry Swedroe unpacks the research.
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The BAM ALLIANCE

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Saving as a young adult can have a big impact on retirement planning. Judi Pflaumer helps tackle some important savings decisions.
Saving as a young adult can have a big impact on retirement planning. Judi Pflaumer on how to tackle savings decisions.
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People
In their circles
21 people
Have them in circles
38 people
Eric Molefe's profile photo
Fred Leamnson's profile photo
Paul Curley's profile photo
John Montgomery's profile photo
Nida + Montgomery Wealth Advisors's profile photo
Deborah Carroll's profile photo
Stuart Zimmerman's profile photo
Michael Brundage's profile photo
The Evidence-Based Investor's profile photo
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Delivering on the promise of true wealth management
Introduction
The BAM ALLIANCE is an organization of more than 140 independent wealth management firms located throughout the United States. Member firms of the BAM ALLIANCE currently serve more than 32,000 clients and their families, representing more than $17 billion in collective assets under management (as of Dec. 31, 2014).