No Photo

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.