BAM Intelligence

Annuities … The Good, the Bad and the Ugly

Not all annuities are created equal. Joe Delaney on avoiding the ones that don’t fit your needs. Read more


Estate Planning: An Ounce of Prevention, a Pound of Cure

What happens if you don’t have an estate plan? Joe Delaney shares two scenarios to show the value of planning ahead. Read more


(Un)Happy Anniversary, “Tulipomania”: Bursting Our Bubbles for 380 Years

A financial advisor’s vital function is to help clients stay the course through feast or famine. Read more


Eight Years After Lehman Brothers: Lessons Taught by the Great Recession

Eight years after Lehman Bros: Joe Delaney on what the financial crisis taught about prudent planning and risk. Read more


Four Myths About Investing in Presidential Election Years

Presidential politics and portfolio performance. Joe Delaney on myths about market behavior in election years. Read more


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