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November 7, 2019
How to Craft a More Fulfilling Vacation

By Tim Maurer

With the back-to-school chaos behind us, the year’s end and the recurring planning topics that correspond with those boxes on the calendar—tax and retirement planning, and especially charitable g... Read more

Financial Planning

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October 31, 2019
7 Financial Tips to Avoid Leaving Money on the Table

By Jonathan Scheid, CFA, AIF

The holiday season is approaching, and while our focus may soon turn to turkey, travel and the New Year, we need to make sure we don’t neglect our finances before the ball drops. Below are seven... Read more

Financial Planning

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October 24, 2019
Finding and Supporting Your Passion

By Loring Ward Team

Donating to a nonprofit organization is a wonderful way to make a positive impact on an issue that connects to your values. Currently, 2.7 million nonprofits in the U.S. are looking for donors an... Read more

Financial Planning

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August 28, 2019
Should You Worry About an Inverted Yield Curve?

By Larry Swedroe

Ever since December 3, 2018, when the yield curve inverted (with the yield of 2.83 percent on the five-year Treasury note one basis point lower than the yield of 2.84 percent on the three-year Tr... Read more

Volatility

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July 11, 2019
Why Is Inflation So Low? (And What to Do About It)

By Jonathan Scheid, CFA, AIF

Ronald Reagan famously described inflation as being “as violent as a mugger, as frightening as an armed robber and as deadly as a hitman.” While the inflation experienced under President Reagan w... Read more

Investing

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June 17, 2019
Can You Win in a Lose-Lose Game: Tariffs and Trade Wars

By Loring Ward Team

“We’re On The Brink Of An All-Out Trade War!” “Market Futures Fall As Investors Anticipate New Tariffs!” “What Will Happen If Trade Tensions Escalate!?” Chances are you’ve seen headlines like the... Read more

Financial Planning / Investing

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May 15, 2019
Tim Maurer’s Top 10 Personal Finance Books

By Tim Maurer

Tim Maurer was assigned a task: put together a list of his five favorite books from the world of personal finance. He came up with 10. In this video, Maurer, director of advisor development for t... Read more

Financial Planning / Investing

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April 3, 2019
Markets (and some premiums) Bounce Back

By Jonathan Scheid, CFA, AIF

What a difference a few months can make! A few months at the end of 2018 turned U.S. stock returns negative and made international stocks to decline further for the year. Now, just a few months a... Read more

Investing

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March 14, 2019
3 Factor Investing Myths

By Larry Swedroe

As the chief research officer for Buckingham Strategic Wealth, Loring Ward, and the BAM Alliance, I receive many questions from advisors and investors regarding concerns about factor-based invest... Read more

Investing

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March 7, 2019
2018 Report Card For Hedge Funds

By Larry Swedroe

Hedge funds entered 2019 coming off their ninth-straight year of trailing U.S. stocks (as measured by the S&P 500 Index) by significant margins. And for the 10-year period ending 2017 — one t... Read more

Investing

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