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Investment Lessons from 2020


Cost Free
Presentation Length 1.5 hours

Recorded DateApril 23, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaFinance
Course LevelBasic
Course Description

Every year the markets provide us with lessons on prudent investment strategy. Many times, markets offer investors remedial courses, covering lessons they taught in previous years. That's why one of Larry's favorite sayings is that there's nothing new in investing, only investment history you don't yet know.

Given that the markets had to deal with the COVID crisis, it should not be a surprise that 2020 provided more than the usual share of lessons. As you may note, many of the 16 lessons Larry will cover are repeats from prior years. Unfortunately, too many investors fail to learn themthey keep making the same errors.

Learning Objectives:

  • Determine why you should never take more risk than you have the ability, willingness, or need to take

  • Recognize why you should expect the unexpected

  • Identify why bonds should be for safety

  • Distinguish and explain how the stock market and the economy are different animals

  • Identify how not to use market valuations to time the market

  • List tips for avoiding ACA IRS 1095/1094 penalties

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Larry Swedroe

Buckingham Strategic Wealth
Chief Research Officer for the Buckingham Family of Financial Services
(314) 743-2214

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Since joining the firm in 1996, Larry Swedroe has spent his time, talent, and energy educating investors on the benefits of evidence-based investing with enthusiasm few can match.

Larry was among the first authors to publish a book that explained the science of investing in layman’s terms, “The Only Guide to a Winning Investment Strategy You’ll Ever Need.” He has since authored seven more books: “What Wall Street Doesn’t Want You to Know” (2001), “Rational Investing in Irrational Times” (2002), “The Successful Investor Today” (2003), “Wise Investing Made Simple” (2007), “Wise Investing Made Simpler” (2010), “The Quest for Alpha” (2011) and “Think, Act, and Invest Like Warren Buffett” (2012).

He has also co-authored eight books about investing. His latest work, “Your Complete Guide to a Successful and Secure Retirement,” was co-authored with Kevin Grogan and published in January 2019.

In his role as chief research officer and as a member of the firm’s Investment Policy Committee and Board of Directors, Larry regularly reviews the findings published in dozens of peer-reviewed financial journals, evaluates the outcomes, and uses the result to inform the firm’s formal investment strategy recommendations. He has had his articles published in the Journal of Accountancy, Journal of Investing, AAII Journal, Personal Financial Planning Monthly, and Journal of Indexing.

Larry’s dedication to helping others has made him a sought-after national speaker. He has made appearances on national television shows airing on NBC, CNBC, CNN, and Bloomberg Personal Finance. Larry is a prolific writer, regularly contributing to multiple outlets, including Advisor Perspectives, The Evidence-Based Investor, and Alpha Architect.

Before joining Buckingham, Larry was vice chairman of Prudential Home Mortgage. He has held positions at Citicorp as senior vice president and regional treasurer, responsible for treasury, foreign exchange, and investment banking activities, including risk management strategies.

Larry holds an MBA in finance and investment from New York University and a bachelor’s degree in finance from Baruch College in New York.

About Our Presenter

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Buckingham Strategic Wealth® is a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. The essence of their approach is based on a pledge to act in their clients' best interests. This means making recommendations based on what decades of peer-reviewed financial research has shown to be the right way to invest. It means getting to know their clients, their families, their goals and their most important dreams. It means crafting a plan that touches on – and improves – the most important aspects of their clients' lives.