Strategically Protecting What Is Important To You

Helping our clients plan their business and tax needs, business acquisitions and sales, and improve the efficiency of their professional and business operations.

Learning Center

A More Complex View On Value

  • April 20th, 2017

Larry Swedroe shows that book-to-market isn’t the only criteria for defining the value factor. Eugene Fama and Kenneth French’s 1992 paper, “The Cross-Section of Expected Stock Returns,” resulted in the development of the Fama–French three-factor model. This model added the size and value factors to the market beta factor. As my co-author, Andrew Berkin, and…

How to Help Aging Parents With Their Finances

  • April 20th, 2017

Helping aging parents with their finances. Role reversal: If you have aging parents, they may need help sorting out their finances. Stuart Vick Smith lays out some steps you can take to help them feel in control of their financial life. Find it on By clicking on any of the links above, you acknowledge…

Private Equity Adds Risk, Little Return

  • April 20th, 2017

Larry Swedroe on how the risk of private equity doesn’t always equal higher returns. The term “private equity” is used to describe various types (e.g., buyout funds and venture capital funds) of privately placed (nonpublicly traded) investments. Even though buyout (BO) funds and venture capital (VC) funds have similar organizational and compensation structures, they are…

©2017 Madison Wealth Advisors