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David B. Loeper

David B. Loeper is a Certified Investment Management Analyst®, a Certified Investment Management Consultant® and the CEO of Financeware, Inc. which does business as Wealthcare Capital Management®. An SEC Registered Investment Adviser with nearly 25 years experience, Mr. Loeper has appeared on CNBC and has been a featured contributor on Bloomberg TV. Mr. Loeper joined Wheat First Securities as vice president of investment consulting in 1988, where he served for 10 years. He was promoted to managing director of investment consulting, and then eventually to managing director of strategic planning for the retail brokerage division. He left his position at Wheat First Securities in 1999 to found Financeware. Active in industry associations throughout his career, Mr. Loeper has been a member of the Investment Management Consultants Association (IMCA) for over 20 years, serving on the advisory council for more than 5 years, most recently as chairman. Mr. Loeper was also appointed by the governor of Virginia to serve on the Investment Advisory Committee of the nearly $30 billion Virginia Retirement System. He received his CIMA® designation in 1990 by completing a program offered through Wharton Business School, in conjunction with IMCA. Drawing on years of experience in financial services including serving as a fiduciary for all types of ERISA plans, Mr. Loeper has authored numerous whitepapers and books including the top selling book, Stop the 401k Rip-off! as well as The Four Pillars of Retirement Plans, Stop the Retirement Rip-off and Stop the Investing Rip-off. View Guest page

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Larry Swedroe

Larry Swedroe is principal and director of research for Buckingham Asset Management, LLC, a Registered Investment Advisor firm in St. Louis, Mo. He is also principal of BAM Advisor Services, LLC, a service provider to investment advisors across the country, most of whom are affiliated with CPA firms. Previously, 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 NYU, and a bachelor’s degree in finance from Baruch College. To help inform investors about the passive investment approach, he was among the first authors to publish a book that explained passive investing in layman’s terms — The Only Guide to a Winning Investment Strategy You'll Ever Need. This popular classic was updated and re-released by the publisher in January 2005, with new data and reflections on more recent market events. The same insights Larry described when the book was originally published in 1998 have remained as applicable today, demonstrating the strength of the approach. He has authored four more books: What Wall Street Doesn't Want You to Know (2001), Rational Investing in Irrational Times (2002), The Successful Investor Today (2003), and Wise Investing Made Simple (2007). He also co-authored a sixth book The Only Guide to a Winning Bond Strategy You’ll Ever Need (2006). Larry is a sought-after national speaker. He has made appearances on national television shows airing on NBC, CNBC, CNNfn and Bloomberg Personal Finance. He has been quoted in BusinessWeek Online, The Washington Post, CBS MarketWatch, USA Today and a host of other television, radio and printed news media. Larry’s elegant and entertaining presentation style brings to life the research of the world’s leading financial economists, whose work resulted in the development of Modern Portfolio Theory and the subsequent 1992 American Law Institute restatement of the Prudent Investor Rule. He outlines how such academic research applies to real-world investing via “the winning investment strategy” known as passive management. He also explains why this investment strategy is perhaps best suited for the successful, long-term investment focus of the trusted advisor. http://smarterinvesting.files.wordpress.com/2010/10/larryswedroephoto.jpg View Guest page

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Empirical Investing Radio

April 17, 2014
Hosted by Ken Smith and Ethan Broga

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Empirical Investing Radio

Thursday at 2 PM Pacific Time on VoiceAmerica Business Channel

Whether you are a novice, an experienced investor, or a financial advisor, tune into Empirical Investing Radio to stay abreast of the latest financial techniques used to maximize and protect your wealth. Hosts, Ken Smith and Ethan Broga will lead you through an entertaining journey to separate hype from evidence when it comes to building your wealth. Many programs provide either an abundance of information or pure entertainment. Information is something like “the market went down today because of poor earnings reports…” This piece of information is nothing more than useless noise. On the other hand, knowledge is applicable to making a lifetime of better financial decisions. With each show, our objective is to keep our content exciting and entertaining, while also providing a balance of relevant and applicable knowledge to our listeners. Empirical Investing Radio is broadcast live every Thursday at 2 PM Pacific Time on the VoiceAmerica Business Channel.

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Ken Smith and Ethan Broga

Ken Smith and Ethan Broga have been educating investors in the financial industry for a combined 25 years. Ken is the CEO and a founder of the wealth management company “Empirical Wealth Management”, Ethan is the COO and the head of Empirical’s Financial Planning strategies. Both Ken and Ethan are Certified Financial Planners. Ken holds a Master’s degree in Financial Analysis and Ethan holds a Masters degree in Financial Planning.

Ken and Ethan host the radio program, Empirical Investing Radio they have been featured multiple times in the Seattle Times newspaper, appeared on TV and have written articles for various publications.

Ken is currently writing a book to help individual investors get on the right track to a lifetime of making prudent financial decisions; the book will be called The Empirical Approach to Financial Success.

Ken and Ethan are dedicated to helping individuals avoid the pitfalls of Wall Street and share a vision to change the way financial advice is delivered in the industry. They are working to build a national entity of highly qualified advisors who place client interests first. Their company Empirical has the following mission: "To provide our clients with the highest quality, most effective, unbiased investment and financial planning advice available."

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