Financial Calm and Confidence

Manisha Thakor, Director of Wealth Strategies for Women of the BAM ALLIANCE, on helping clients achieve financial clarity, calm and confidence through the process of true wealth management.

Beyond the Spreadsheet

Carl Richards, Director of Investor Education for the BAM ALLIANCE, explains that as advisors who follow an evidence-based investing philosophy, we believe that the relationship advisors have with their clients needs to be about so much more than the numbers.

A State of Heart

Tim Maurer, Director of Personal Finance for the BAM ALLIANCE, explains fiduciary responsibility. The word fiduciary has been in the news a lot of late, from Wall Street to Washington, but it's a word that has always been part of our daily dialogue. Advisors who act as fiduciaries, as we do, are legally required to put the interest of their clients before everything else.

The Science of Investing

Larry Swedroe, Director of Research for the BAM ALLIANCE, explains how we base everything we do and what we recommend on the latest academic research, not our opinion. "Investing, in order to be successful, not only requires a deep knowledge of the theory of finance, an understanding of markets, but you also need a deep history to understand how markets work and what products mix well together to build a portfolio."

Wealth With Wisdom

Jim Whiddon, Director of Investor Enrichment for the BAM ALLIANCE, discusses how true wealth advisors let you forget about market fluctuations and instead focus on what keeps you steady in your life, the things that matter the most to you.

Welcome to the BAM ALLIANCE

Mutual Fund Landscape

Dimensional’s 2018 analysis of US-based mutual funds shows that only a small percentage of funds have outperformed industry benchmarks after costs—and among top-ranked funds based on past results, only a small percentage have repeated their past success.

Does a Declining Number of Stocks Affect the Size Premium?

While the number of listed stocks in the US has declined over the last two decades, a study by Dimensional suggests that investors should continue to expect a positive small cap premium, otherwise known as the size premium, over the long term.