White Papers- Academia Research on Financial and Asset Management

White Papers

In a recent episode of Intelligent Money Minute, we had the pleasure of interviewing Larry Swedroe, the head of Financial and Economic Research at Buckingham Strategic Wealth. Our discussion centered […]

Why Did Traditional Diversification Fail in 2022?

May 11, 2023 By Hans Blake, CFA, CPA

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Traditional diversification failed in 2022, but why did it happen, and will it happen again? On this episode of Intelligent Money Minute, Hans Blake interviews Larry Swedroe, the head of […]

Why Ignoring Your 401k or 403b Could Cost You More Than You Think

April 24, 2023 By Hans Blake, CFA, CPA

Are you maximizing your wealth potential? A recent study found that high-net-worth individuals have over half their wealth in IRAs and 401ks. If you’re like many investors, you may be […]