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The BAM ALLIANCE
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Delivering on the promise of true wealth management
Delivering on the promise of true wealth management

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At the start of every year, Larry Swedroe compiles a list of "sure thing" financial predictions that he's been hearing from market "gurus" and investors. Here are the ones to watch for in 2017, which he'll check back in on quarterly.

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Just as a well-run business benefits from the oversight of a CFO, so can your personal wealth. BAM ALLIANCE member Michael Evans on how the right advisor can help leverage your financial team's skills to their greatest, coordinated potential.

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Larry Swedroe goes on the latest TEBI Podcast to chat with Robin Powell about his book, "Your Complete Guide to Factor-Based Investing," as well as the exhibits worth visiting for investors attempting to navigate the factor zoo.

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Credit card debt has caused a lot of people grief, but limited credit history can make it more difficult to get a loan. Manisha Thakor weighs in for Women's Health magazine on whether you really need a credit card to build up credit.

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Unpacking the feminine famine: Manisha Thakor hosts advisor, author and advocate Eleanor Blayney, CFP, on the MoneyZen Podcast to discuss the evidence supporting greater gender diversity within the financial planning industry.

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Active share in mutual funds can indicate alpha, but, while alpha surely is nice, investors only get to spend their return. Larry Swedroe unpacks the recent research into active share, and whether or not it predicts performance. 

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The word "fiduciary" has been popular in the news recently, from Washington to Wall Street, but that commitment has been a fundamental part of who we are, every day, from the start. As Tim Maurer says in this foundational film,"It's the only way we know how to do things." 

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Investors might be surprised at how big a problem survivorship bias actually is. Larry Swedroe investigates the data and arrives at some adjusted fund rankings for a true comparison of active versus passive performance.

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Are you getting the most out of working with a financial advisor? Tim Maurer on three criteria for helping investors select the right advisor to give them an optimal experience: firm ethos, relational fit and investment/planning strategy.

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Strategies for strong relationships: Manisha Thakor talks with columnist and author Kelly Hoey on the MoneyZen Podcast about how to build your dream network, and then leverage its power, to meet your life and career goals.
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