BAM Intelligence

Volatility Drives Retirees to Think Longevity Annuity

Volatility may drive you to think longevity annuity, but there’s a lot to consider. Jared Kizer weighs in on CNBC: Read more

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What to Make of 10-Year Small-Cap and Value Results

New data shows the global size and value premiums were basically flat for the last 10 years. Jared Kizer explains what that means and discusses whether we should expect these premiums in the future. Read more

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Revisiting International Diversification

International diversification has come under attack over the last couple of years as both international developed and emerging markets have underperformed U.S. stocks. Read more

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Staying the Course During Periods of Market Volatility

Market swings are scary, but Jared Kizer puts recent volatility in perspective: Read more

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Funds: Similar; Results: Not

Subtle differences, noteworthy impact. Jared Kizer explains how through his in-depth look at small value funds from Vanguard and DFA. Read more

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