Larry Swedroe

Larry Swedroe

Larry Swedroe

Larry Swedroe is principal and director of research for Buckingham Asset Management, LLC, a Registered Investment Advisor firm in St. Louis, Mo. He is also principal of BAM Advisor Services, LLC, a service provider to investment advisors across the country, most of whom are affiliated with CPA firms.

Swedroe’s mission is to educate people on the what he believes to be the correct way to invest. He has written several books to help inform investors about the passive investment approach. An investing philosophy that involves not trying to time the market or pick hot stocks. A similar investment style to Pure’s philosophy.

Joe Anderson, CFP® and “Big Al” Clopine, CPA teamed up with Swedroe to write the foreword for his book, Playing the Winner’s Game: Think, Act and Invest Like Warren Buffet where they elaborate on investment strategies to help readers achieve their financial goals. You can claim a free copy of this book, by filling out the form at YourMoneyYourWealth.com.

Swedroe is also a regular contributor to CBS MoneyWatch.com‘s blog where he gives his insight on what’s happening in the market and strategies for investors to increase their expected return.

Larry's Latest Contributions

Exposing Wall Street Marketing BS

Alliance Director of Research and author, Larry Swedroe, exposes what he calls “Wall Street marketing BS” about active management, dollar cost averaging – which he says is a dumb strategy – and more. Plus, 5 Mistakes to Avoid in Retirement, an update on the Department of Labor Fiduciary Rule, and… Pikachu eggs. Show Notes (00:58) Department of Labor Fiduciary Rule (10:15) Larry… Read more

Guest:  Larry Swedroe Larry Swedroe

Podcast #128 :

Is Stock Picking Dying Because There Are Fewer Stocks?

Financial researcher Larry Swedroe offers several reasons you may not be getting the returns you’ve enjoyed in the past, and he challenges Jason Zweig’s assertion in the Wall Street Journal that it’s because there are fewer stocks to choose from. Plus, 4 Ways To Reduce RMD Taxes – what are QCDs and QLACs, anyway? And, can you retire at 60 when you’re… Read more

Guest:  Larry Swedroe Larry Swedroe

Podcast #122 :

The Investing Lie Wall Street Needs You To Believe

Show Notes Index funds and The Oakland A’s (:51) Larry Swedroe: Why Past Performance Isn’t Guaranteed (9:21) Larry Swedroe: The Complete Lie Wall Street Needs You To Believe (19:27) Trump’s Tax Plan and Interstate Taxation (28:32) Five Things Parents Need To Teach Kids About Money from Jack Kosakowski, President, and CEO of Junior Achievement (38:00) Junior Achievement USA Jackson Charitable Foundation For… Read more

Guest:  Larry Swedroe Larry Swedroe

Guest:  Jack E Kosakowski Jack Kosakowski Photo

Podcast #114 :

Portfolio Diversification Using Factor-Based Investing

Whether Social Security will be around when you need it – or not. Tax planning if you’re a millionaire or just want to be one. And how to really diversify that investment portfolio. This is Your Money, Your Wealth. Today on Your Money Your Wealth, Larry Swedroe from Buckingham Strategic Wealth discusses factor-based investing and explains the difference between alpha, beta and… Read more

Guest:  Larry Swedroe Larry Swedroe

Podcast #104 :

Larry Swedroe on Factor-Based Investing

Investing expert Larry Swedroe joins the show to discuss his new book on factor-based investing. Larry also discusses smart beta and his take on the upcoming election and how investors should react depending on the outcome. 2:02 “Can the IRS take the property from my trust?” 4:38 “How much can I collect in widow’s benefits?” 8:24 “Can I re-gift a stock?” 12:35 “A… Read more

Guest:  Larry Swedroe Larry Swedroe

Hour 2

Larry Swedroe on US Election, Brexit & the Stock Market

Larry Swedroe, author on investing, joins the show to discuss how investors’ reactions to recent current events have affected the stock market and what you should be doing with your investment portfolio. Also in this hour, Joe and guest host Bobby Gahvari, CFP® answer some listeners’ investing questions. 3:20 “Can I roll my ex-husband’s 401(k) into an IRA and withdraw the funds I… Read more

Guest:  Larry Swedroe Larry Swedroe

Hour 2

Interview with Larry Swedroe | Active vs Passive Investing

Financial expert Larry Swedroe joins the show to discuss active versus passive investing, comparing past performance numbers to illustrate which investment strategy has a more reliable outcome. 7:07 “The fact of the matter is, the most successful investors understand that markets will go down and they have a strategy of what they’re going to do when they go down” 8:16 Start of… Read more

Guest:  Larry Swedroe Larry Swedroe

Hour 2

Your Money, Your Wealth Hr. 2

Financial expert Larry Swedroe joins the show to talk about the best ways to invest in the stock market. He compares passive and active investing, explaining which approach is best for pre-retirees and retirees. 1:27 “If you’re at all interested to figure out what’s going on in the overall markets, we’ll get a recap of the first quarter, we can talk about active management… Read more

Guest:  Larry Swedroe Larry Swedroe

Hour 2

Your Money, Your Wealth Hr. 2

Larry Swedroe joins the show again to discuss what recency bias is and why you should avoid it. Joe and Al ask Larry what the key to successful investing is, and Larry talks about his books the Incredible Shrinking Alpha and Think, Act and Invest like Warren Buffett. 2:12 “The conventional wisdom goes like this: take distributions first from taxable accounts such as your… Read more

Guest:  Larry Swedroe Larry Swedroe

Hour 2