What To Do When An Investment Strategy Performs Poorly

Webinar Qualifies For

• 1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
• 1 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
• 1 CPD Credit of Finance for CPA in Canada
• 1 CPE Credit of Corporate Finance for Certified Management Accountants (CMA)
• 1 CPD Credit of Finance for Accredited in Business Valuation (ABV)
• 1 CPE Credit of Finance for Certified Valuation Analyst (CVA)
• 1 CPD Credit of Investment Planning for Personal Financial Specialist (PFS)
• 1 PL Credit of Finance for Chartered Financial Analyst (CFA)
• 1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
• 1 CE Credit of Financial Planning for Chartered Financial Consultant (ChFC)
• 1 CPE Credit of Finance for Certified Government Financial Manager (CGFM)
• 1 CPD Credit for Chartered Accountant - ICAEW
• 1 CE Credit of Financial Planning and Analysis for Certified Treasury Professional (CTP)
• 1 CE Credit for Certified Wealth Strategist (CWS)
• 1 CE Credit of Financial Planning for Retirement Income Certified Professional (RICP)
• 1 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)
• 1 CE Credit of Financial Planning for Financial Services Certified Professional (FSCP)
• 1 CE Credit of Financial Planning for Wealth Management Certified Professional (WMCP)
• 1 CE Credit of General finance principles and financial concepts for Certified FP&A Professional (FP&A)
• 1 CPE Credit of Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
• 1 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
• 1 CE Credit of Financial Planning for Chartered Advisor in Senior Living (CASL)
• 1 CPD Credit for Chartered Accountants - Scotland
• 1 CPD Credit for CPA - Ireland
• 1 CE Credit of Investment Planning for Personal Financial Planner (PFP)
• 1 CPD Credit for Chartered Accountants - Ireland (CAI)
• 1 PL Credit of Finance for CIPM
• 1 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
• 1 CE Credit of Behavioural investing for Certified International Wealth Manager (CIWM)
• 1 CE Credit of Financial Planning for Chartered Special Needs Consultant (ChSNC)
• 1 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

Larry Swedroe

Head of Financial and Economic Research, Buckingham Wealth Partners

Larry is the Head of Financial and Economic Research, Buckingham Wealth Partners. 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 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 own articles published in the Journal of Accountancy, Journal of Investing, AAII Journal, Personal Financial Planning Monthly, and the Journal of Portfolio Management.

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, contributing regularly 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

Additional Information

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.