Inverted Yield Curves and Future Equity Returns

Investors and advisors alike are curious about the implications of a potentially inverted yield curve and stock market performance. This is not something I’ve examined previously, so this was a chance to take advantage of the Sack yield curve data set maintained by the Fed. As far as I know, this is the best (and maybe only) data source for zero-coupon yields on U.S. Treasuries. […]

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Topics: Advice, Investing

Cybersecurity Insights: Protecting Your Child’s Identity

Many under the age of 16 don’t have much money, a line of credit or even a job. Cybercriminals don’t care. They have made this group of youth their No. 1 target for identity theft. In this video, cybersecurity specialist for the BAM ALLIANCE Jared Hoffman explains why children are targeted, offers some warning signs that a […]

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Topics: Advice, Cybersecurity

Important To-Do’s Before Sending Your Child Off to College

The day has come. Your little baby has grown up and is now ready to leave the nest. He or she has graduated from high school and the next big step is awaiting. Whether it’s college, a gap year, a year abroad or any other life adventure lies ahead, this time can be filled with […]

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Topics: Advice

Choosing the Right College Savings Plan

The advantages of a college education are numerous: potentially higher income levels over a lifetime, learning about subjects that can help in finding a job or meeting people that may help you throughout your life. But the costs can be intimidating. The most important step is just starting to save something. Once you’ve crossed that […]

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Topics: Advice

Investing Lessons from a Poker Player

As expert poker player Annie Duke explains in her book, “Thinking in Bets,” one of the more common mistakes amateurs make is the tendency to equate the quality of a decision with the quality of its outcome. Poker players call this trait “resulting.” In my own book, “Investment Mistakes Even Smart Investors Make and How […]

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Topics: Advice, Investment Strategy

Integrating Investment, Tax and Legacy Strategies

The second half of life should be the time that you start to relax a little, when you can enjoy the realization of at least some of your dreams. But coordinating the financial complexities that multiply after age 55 can leave you feeling perplexed and anxious. How do you know what assets to use first? […]

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Topics: Advice, Investing, Investment Strategy

Don’t Exclude Emerging Markets

Thirty years ago, emerging markets made up only about 1% of world equity market capitalization and just 18% of global GDP. As such, the ability to invest in emerging markets was limited—the few funds available were high-cost, actively managed funds. Today the world looks very different. Emerging markets represent about 13% of global equity capitalization […]

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Topics: Advice, Investing, Investment Strategy, Market Insights

Fixed Income Quick Take: What Is a Bond Ladder?

Laddered bond portfolios can be customized to meet each investor’s unique needs. Plus, they help reduce the risk associated with investing in fixed income. Fixed Income Advisor Blerina Hysi on the benefits of a well-structured bond ladder. By clicking on any of the links above, you acknowledge that they are solely for your convenience, and […]

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Topics: Advice, Investing

Has the Size Premium Disappeared?

Financial research has uncovered many relationships between investment factors and security returns. As director of research for Buckingham Strategic Wealth and The BAM Alliance, one of the most-asked questions I receive is whether such relationships will continue after that research has been published. Said another way, if everyone knows about a factor premium, should we […]

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Topics: Advice, Market Insights