Evidence Before Theory and Systematic Investing with Larry Swedroe

June 7, 2021  // BAM Article

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Steve Atkinson connects with Larry Swedroe, who shares his story and what he’s learned about following the evidence and taking risks.

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You Can’t Get Outperformance Without Underperformance

May 28, 2021  // BAM Article

Nobody minds market volatility when it’s in the upward direction. But recently we’ve gotten plenty of the type of volatility that we don’t like so much as investors, the kind that inspires headlines with words like “plunge” and that end with exclamation points. It presents an opportunity, therefore, to remind ourselves of one of the...
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Saving Strategies for Your Child or Grandchild’s Future

May 26, 2021  // BAM Article

It is no secret that kids can cost a pretty penny – raising a child from birth to 18 years of age can eclipse $230,000, an annual expense of nearly $13,000. Once you get past parenthood’s sticker shock, as well as the early sleepless nights, many parents (and grandparents) start thinking about preparing for future...
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What You Need to Know About Parent PLUS Loans

May 24, 2021  // BAM Article

In pre-pandemic times, the end of March marked a significant milestone for the college-bound, as most universities aimed to deliver their regular admission decisions to thousands of anxious students. And yet even the college admissions cycle was not immune to the impact of COVID-19, as many colleges extended their regular decision deadline. Coupled with the fact...
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Asking Good Questions and The Importance of Core Values with Mark Fonville

May 24, 2021  // BAM Article

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Steve Atkinson and Covenant Wealth Advisors CEO Mark Fonville discuss retaining client trust through new business ownership and growth, as well as why core company values determine success and how to handle a transition in three phases.

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Don’t Let the Perfect Be the Enemy of the Comfortable

May 20, 2021  // BAM Article

One of my favorite Warren Buffett quips reads, “The most important quality for an investor is temperament, not intellect.” Not a greater example of this exists than in the introduction of Morgan Housel’s fabulous book, “The Psychology of Money.” In a nutshell, he describes two individuals. One is a first-generation high school graduate and lifelong...
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Committing to Lifelong Learning and Why Human Advisors Are Irreplaceable with Jeffrey Levine

May 10, 2021  // BAM Article

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Steve Atkinson connects with Buckingham Chief Planning Officer Jeffrey Levine about how he nurtures a passion for learning and the steps he takes today to remain intellectually curious.

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Effectively Navigating The In-Between Phases Of Life And Work

May 7, 2021  // BAM Article

Sometimes we do get ourselves stuck, but other times we simply find ourselves marooned in the in-between—where the present feels more like the past, but the future is uncertain. People talk a lot about finishing an existing project or starting a new one, but how can we effectively navigate the seeming wasteland between them? Whether...
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Four Steps to Set Yourself Up for Financial Success

May 6, 2021  // BAM Article

Making big, hairy, audacious goals is easy. Achieving those goals by yourself is much harder. Nearly everyone has had some experience with just how difficult successful personal or financial change can be, and especially sticking with it over time. For evidence, look no further than the infamous New Year’s resolution. A recent study concluded that only 8%...
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Your Home – and Financial – Edit

May 5, 2021  // BAM Article

“The Home Edit,” a company started by two enterprising women to blend home organizing and interior styling, seems to have really taken hold, especially during the stay-at-home days of 2020. There is a website and a popular Netflix series showcasing their makeovers. You can find tips and inspiration to get your physical stuff (closets, refrigerator,...
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