Podcasts & Videos

Retirement, Risk and Return

David Booth, Chairman of Dimensional Fund Advisors, discusses the importance of balancing volatility risk and purchasing power risk when investing for retirement. He explains that T-bills have not produced the real returns necessary to preserve living standards over the long haul, and illustrates how investors can manage both types of risk through an appropriate commitment to stocks.

Is significant inflation coming?

Financial author and national speaker, Larry Swedroe, with BAM Advisor Services, discusses why significant inflation is a risk, but is not inevitable.

What is Tax Loss Harvesting?

Aaron Vickar, with BAM Advisor Services, explains tax-loss harvesting, which allows investors to share the pain of their tax bills with Uncle Sam.

Government Intervention and Stock Returns

Should equity investors be alarmed by the prospect of greater government intervention in the U.S. economy? Weston Wellington, Vice President of DFA, looks at examples of U.S. intervention in the past and examines the record of stock returns around the world over the last thirty-nine years. The evidence suggests that government intervention is just one factor among many affecting stock returns, and that an above-average degree of intervention is not necessarily associated with below-average returns.

Municipal Bonds vs. Corporate Bonds

One of the purposes behind investing in fixed income is to dampen the equity risk present in a portfolio. Thus, fixed income investments should be of the highest quality. That's why it's important to note the differences between municipal bonds and corporate bonds when making fixed income investments. Brian Haywood, Fixed Income Advisor, BAM Advisor Services.