Director of Research, The Buckingham Family of Financial Services

Larry Swedroe is the Director of Research, Board of Managers and Lead Director at The Buckingham Family of Financial Services.

Since joining the firm in 1996, Director of Research Larry Swedroe has spent his time, talent and energy educating investors on the benefits of evidence-based ... more

ALL CONTRIBUTIONS

The Challenge Facing ESG Investors
The data used to construct environmental, social and governance (ESG) portfolios differs widely among providers, meaning that funds may not be aligned with your clients’ objectives and beliefs. 
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Fashions And Investment Folly
In investing, as in fashion, fluctuations in attitudes spread widely without any apparent logic.
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The Surprising Benefits Of Working Longer
Americans are working longer for financial reasons – they can’t afford to retire. But what few realize are the enormous economic and social benefits that accrue to those workers and the companies they serve. 
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Fact And Fiction About Low-Risk Investing
Low-risk securities have historically delivered higher risk-adjusted returns than high-risk assets.
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The Forgotten History Of Value Investing
Given the dramatic underperformance of value stocks since 2017, it’s understandable that many are abandoning the strategy, believing that the premium has vanished.
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The Impact Of Emotions On Risk Tolerance
Behavioral finance is the study of human behavior and how that behavior leads to investment errors – investors do not optimally trade off risk and expected returns to maximize the utility of their end-of-period wealth.
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STOCKS I FOLLOW

AGG iShares Trust - iShares Core U.S. Aggregate Bond ETF
AMZN Amazon.com Inc.
BRK-A Berkshire Hathaway Inc
DRN Direxion Daily Real Estate Bull 3x Shares ETF
DWAS PowerShares DWA SmallCap Momentum ETF
EEMV iShares MSCI Emerging Markets Minimum Volatility Index Fund
GOOGL Google (A shares)
GTXO GTX CORP
IYR iShares Dow Jones U.S. Real Estate Index Fund
MSFT Microsoft Corporation
MUNI PIMCO Intermediate Muni Bond
PDP PowerShares DWA Technical Leaders Portfolio
PFNI PSYCHIC FRIENDS NET
PIE PowerShares DWA Emerging Markets Technical Leaders Portfolio
PNG PAA Natural Gas Storage L.P.
SPLV PowerShares S&P 500 Low Volatility Portfolio ETF
SPY SPDR S&P 500
TSLA Tesla Motors Inc.
USMV iShares MSCI USA Minimum Volatility
VNQ Vanguard REIT ETF
XLF Financial Select Sector SPDR
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Work Experience

Director of Research, Board of Managers, Lead Director
Buckingham Strategic Wealth
January 1996 - Present (25 years 5 months)

Buckingham Family of Financial Service

Vice Chairman
Prudential Home Mortgage
October 1987 - January 1996 (8 years 5 months)

Education

NYU Stern School of Business
MBA
1972 / 1974
Finance and Investments
City University of New York-Baruch College
BBA
/ 1972
Finance and Investments

Publications

Your Complete Guide to a Successful & Secure Retirement
Larry E.Swedroe
Harriman House
01/07/2019

This is your one-stop, definitive resource as you prepare for a secure and comfortable retirement.

Investment and personal finance experts Larry Swedroe and Kevin Grogan present uniquely comprehensive coverage of every important aspect you need to think about as you approach retirement, including: Social Security, Medicare, investment planning strategy, portfolio maintenance, preparing your heirs, retirement issues faced by women, the threat of elder financial abuse, going beyond financials to think about your happiness, and much more.

These topics are explained with the help of specialists in each subject. And everything is based on the “science of investing” – evidenced with studies from peer-reviewed journals. Overall, this adds up to a complete retirement guide, packed with the latest and best knowledge. Don’t enter your retirement without it.