Dream Team Snippets

This page is dedicated to sharing nuggets of wisdom from Jim Lange’s Question & Answer workshops featuring Larry Swedroe and Adam Yofan of Buckingham Strategic Wealth.

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In this Q&A session from Jim's May virtual event series, Larry Swedroe and Jim Lange discuss a question from the live room requesting to know the difference between ETF and standard Mutual funds. Go to https://paytaxeslater.com/webinars for Jim's upcoming virtual events coming July 19th and 20th beginning at 10 am Eastern Standard Time!
In this snippet from Jim Lange's May 2022 Q&A event featuring Larry Swedroe, In this clip, Jim and Larry begin by answering questions about bonds and mutual funds and how federal rate increases affect their prices. Go to https://paytaxeslater.com/webinars for Jim's upcoming virtual events coming July 19th and 20th beginning at 10 am Eastern Standard Time!
In this snippet from Jim Lange's May 2022 Q&A event featuring Larry Swedroe, Jim offers information on how you can do business with him and Buckingham Strategic Wealth and answers more live room questions! Go to https://paytaxeslater.com/webinars for Jim's upcoming virtual events coming July 19th and 20th beginning at 10 am Eastern Standard Time!
In this snippet from Jim Lange's May 2022 Q&A event featuring Larry Swedroe, Jim and Larry discuss the power you wield as an ESG investor. Go to https://paytaxeslater.com/webinars for Jim's upcoming virtual events coming July 2022!
As we continue on with Jim Lange's May 2022 virtual event series, Larry Swedroe continues answering live room questions on ESG including one from Ricky; 'Is there any factor loading in investing in ESG? Maybe momentum given there is behavioral and political pushback in our society?' As we continue on with Jim Lange's May 2022 virtual event series, Larry Swedroe continues answering live room questions on ESG including one from Ricky; 'Is there any factor loading in investing in ESG? Maybe momentum given there is behavioral and political pushback in our society?' Listen to Larry and Jim's response today! Go to https://paytaxeslater.com/webinars for Jim's upcoming virtual events coming July 2022!
In this clip from Jim's Q&A event this past May, Jim asks Larry Swedroe a very good question; Can you get safety in diversification through socially responsible investing or a portion of your portfolio through socially responsible investing and another portion not in socially responsible investing? Jim and Larry answer that question right now! Go to https://paytaxeslater.com/webinars for Jim's upcoming virtual events coming July 2022!
In this clip from Jim Lange's May 2022 Q&A session with Larry Swedroe, Larry answers a question about ESG stocks and their lower expected returns and lower risk compared to other stocks. Go to https://paytaxeslater.com/webinars for upcoming virtual events coming July 2022!
Watch this short video from our March 2022 Q&A Session with the Dream Team answering a question that's on a lot of people's minds, 'Is now the time to buy, or will the market continue to go lower?' Go to https://paytaxeslater.com/webinars for upcoming virtual event series coming May 2022!
Watch this short video from our January 2022 Q&A Session with the Dream Team answering the question of viewer Eric about Index Equity Annuities and if they should be considered as a way to minimize the risks of market corrections?
Should you reinvest dividends? During a recent Q&A virtual event session, an attendee, Florina, asked about the pros and cons of reinvesting dividends. This is a question many of our clients ask, and it was wonderful to get Larry Swedroe’s input on this frequently asked question! Listen to this clip to hear Larry answer this question in a way that is likely to surprise you.
Watch this short video from our January Q&A workshop as Jim Lange, Larry Swedroe, and Adam Yofan explain tax-loss harvesting.
In this audio clip, you’ll hear Larry Swedroe discuss two big investing mistakes. According to Larry, these mistakes are not supported by academic evidence or logic, yet even some of the world’s top investment experts fall victim to them.
If you think a bear market is on the horizon, should that impact your investment philosophy? Watch this short video to hear how Larry Swedroe’s answer to this timely question from an attendee at our January Q&A workshop.