Employment Opportunities


Evidence-Based Investing Captures What Traditional Indexing Leaves Behind

Accepting tracking error risk and integrating evidence-based investing within your philosophy, you’re able to take advantage of what indexing brings to the table. Ryan Jennings highlights a few areas where this approach can capture what traditional indexing leaves behind. Prior to joining Buckingham Strategic Wealth, I worked with institutional clients educating them and supporting their …Read More.

2018’s Active Vs. Index Scorecard

New report, same old story. Larry Swedroe unpacks highlights from the most recent SPIVA scorecard that offer still more powerful evidence of active management’s continued failure to persistently outperform. Since 2002, S&P Dow Jones Indices has published its S&P Indices Versus Active (SPIVA) Scorecard, which compares the performance of actively managed equity mutual funds to …Read More.

The Basics of a Spend-Down Strategy

For a more secure retirement, think larger than simply trying to pay the least amount in taxes each year. Wealth Advisor Bill Morgan outlines the process for building an overarching spend-down strategy designed to minimize taxes over a lifetime. Almost every client we talk with emphasizes one primary, overriding goal: having enough money in retirement. …Read More.

Financial Advisors: Are You An Explainer, Elucidator Or Enchanter?

Not all financial planning—or financial planners—are equal. Tim Maurer explores how you can go beyond just sharing knowledge with your clients to truly inspire understanding and wisdom. Not all financial planning—or financial planners—are equal. The Certified Financial Planner™ Board has done much to standardize a substantive base level of knowledge for aspiring advisors. But the value of …Read More.

A Tale Of 3 Small Value Funds

There can be large differences in passively managed funds, even those within the same asset class. Larry Swedroe looks at 3 small value funds and shows how their performance is explained by exposure to factors-asset pricing models. Index funds and structured passive asset class funds are similar in the way that rectangles and squares are …Read More.

3 Factor Investing Myths

Many consider factor-based investment strategies to be highly complex, more expensive, and ones that provide negative returns over long periods. Larry Swedroe digs into the myths and provides guidance for those worried about how they could affect their overall portfolio. As the chief research officer for Buckingham Strategic Wealth and the BAM Alliance, I receive …Read More.

How federal-government workers should approach their ‘shutdown debt’

After an historically long furlough for federal-government workers, paychecks are finally starting to hit bank accounts. Now, how do those same workers manage the debt built while out of work? Wealth Advisor Kent W. Schmidgall comments in this MarketWatch article that addresses that very question. After an historically long furlough for federal-government workers, paychecks are …Read More.