What are the differences between fixed income and stock trades?

The bond market is less transparent in pricing and trades less frequently than equity markets. Blerina Hysi explains how a trusted advisor can help navigate these market inefficiencies and prevent you from suffering excessive mark-ups.

Featured photo by Rick Tap.

What You Need to Know About the Fed’s Move to Raise Interest Rates

So the Fed has finally decided to raise interest rates, ending months of rampant speculation. Director of Fixed Income Brian Haywood covers the why, what and how of the Fed’s rate hike, plus what you should do about it. Short answer? Nothing.

Webcast Recording: Testing Your Mettle: Headlines, Market Swings and Your Financial Plan with Larry Swedroe and Jared Kizer

Investors often hear about the importance of focusing on the long term when it comes to meeting your financial goals. But when the market shows its volatile side like it has recently, and the headlines scream ‘Panic!,’ it can be hard for even the most disciplined among us not to second-guess our plan.

Meredith Boggess (Marketing Director at The BAM ALLIANCE) moderates a proactive discussion and Q&A with Director of Research Larry Swedroe and Chief Investment Officer Jared Kizer. Using the current market swings as just a starter for broader discussion, Larry and Jared provide perspective for those tuned into the market activity and discuss how equity activity can and should be viewed through the lens of our investment policy and overall approach to financial planning.

Copyright © 2015, The BAM ALLIANCE. The BAM ALLIANCE. This material and any opinions contained are derived from sources believed to be reliable, but its accuracy and the opinions based thereon are not guaranteed. The content of this publication is for general information only and is not intended to serve as specific financial, accounting or tax advice. To be distributed only by a Registered Investment Advisor firm. Information regarding references to third-party sites: Referenced third-party sites are not under our control, and we are not responsible for the contents of any linked site or any link contained in a linked site, or any changes or updates to such sites. Any link provided to you is only as a convenience, and the inclusion of any link does not imply our endorsement of the site.

How Does the Stock Market Work?

Everyone talks about “the market” and few understand how it works. The following video, produced by Dimensional Fund Advisors, is intended to change that.

Is the Cost of Living Really Rising?

According to Prof. Steve Horwitz, one contemporary myth is that the cost of living has consistently risen over the past century. Sure, prices are higher than before, but that shouldn’t be the only factor considered. One way of avoiding inflationary distortions is to look at the amount of labor hours required to make a purchase. Watch this video for some surprising facts.

What is the “debt ceiling” anyway?

This quick presentation from the Washington Post explains what the “debt ceiling” means for the U.S.

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Most Investors and Smart Investors

Most investors are stressed. They are always looking for the next stock or mutual fund that will make them rich. Smart investors, on the other hand, understand the importance of having a plan, controlling costs, embracing the market, and working with an advisor that puts their interests first.

Watch the video below to learn more.

Video: Is an Investment in Gold a Good Hedge Against Inflation?

Lately, investors have been pouring money into gold (from ETF’s to bullion to coins) given the rise in prices and the fears about inflation. However, is gold really a good protection against inflation? Is there a better way to hedge inflation risk?

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Video: What is the Best Strategy for Fixed Income Investing?

With all the news and fears about inflation and deflation, along with the possibility of rising interest rates and current market conditions, Jon Sonnen discusses with Larry Swedroe some ideas on how investors should focus their fixed income allocation. The discussion continues with the benefits of passive over active management in equity and fixed income portfolios.

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Video: Should Investors Worry About Inflation?

In this video, Jon Sonnen and Larry Swedroe (Director of Research at Buckingham Asset Management and author of nine books on investing) talk about the role that inflation plays in an investor’s portfolio.

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