BAM Intelligence

Fixed Income Quick Take: In-State vs. Out-of-State Bonds

Fixed Income Advisor Steve Wiechel explains how the fixed income desk determines which is best for each individual client. Read more

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The Role of REITs in a Diversified Portfolio

Larry Swedroe discusses the role of REITs in investor portfolios. Read more

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More Evidence on the Persistent Underperformance of Active Funds

Larry Swedroe looks at new data on active funds’ persistent underperformance. Read more

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The Perils of Owning Individual Stocks

Hope vs. wisdom and investors’ failure to diversify. Read more

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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

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