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

Swedroe is also a regular contributor to CBS‘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

Tempted to Panic and Sell? Do These 3 Things Instead

Brian Perry and Larry Swedroe on market volatility, whether, as President Donald Trump said, the Fed is crazy, and what 3 things you should do next to be like the greatest investor of all time, Warren Buffett. Plus, answers to your questions: can you roll a 401(k) into a home purchase? What’s a good allocation of stocks vs. bonds? And find out… Read more

Guest:  Larry Swedroe Larry Swedroe

Podcast #191

Can Market Predictors Make You a Better Investor?

Larry Swedroe, Director of Research at Buckingham Strategic Wealth and columnist at, talks about how his views on active vs. passive, the value premium, market predictors and expected returns held up since he wrote his first book 20 years ago – and how he feels today about global diversification and alternative investments. Plus, Joe and Big Al talk dynasty trusts, for… Read more

Guest:  Larry Swedroe Larry Swedroe

Podcast #170

Don’t Scream “Get Me Out!” How to Stomach Market Dips

What happened to the market correction, what happens next, and how can you avoid hitting your GMO (get me out) point? Larry Swedroe of the BAM Alliance and gazes into his crystal ball. Plus, 5 questions to ask your estate planner after the new tax law, and what happens to your social media estate after you die? Who will manage all… Read more

Guest:  Larry Swedroe Larry Swedroe

Podcast #156

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

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

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