Every year, the markets provide us with lessons on prudent investment strategy. With great frequency, markets offer remedial courses, covering lessons they taught in previous years. That’s why one of the best sayings is that there’s nothing new in investing, only investment history you don’t know. This session will cover 10 lessons the markets taught in 2021, many of which are repeats from prior years. Unfortunately, too many investors fail to learn them—they keep making the same errors.
Learning Objectives:
- Identify mistakes from the past
- Determine how to avoid mistakes from the past
- Summarize 10 lessons the market taught us in 2021
Larry Swedroe
Buckingham Strategic Wealth
Chief Research Officer for the Buckingham Family of Financial Services
[email protected]
(314) 743-2214
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.
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