BAM Intelligence

Annual Portfolio Performance: A Valuable Metric?

Wealth Advisor Doug Buchan breaks down why setting an annual performance goal for your portfolio is not only useless, but it can be dangerous. Read more

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Four Critical Elements of a Sound Investment Strategy

Kevin Grogan shares with Robert Powell on The Street’s Retirement Daily Podcast the four critical elements that help make up a sound investment strategy to reduce the risk of black swans. Read more

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Investing for the Long Term amid Stock Market Volatility

In a look at the historical data on stock returns following periods of negative performance, Jared Kizer explores why revisiting the market’s longer-term properties can help put last quarter’s volatility into broader context. Read more

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Here’s How You Should Prepare for That Next Bear Market

Tim Maurer tells CNBC, it’s important to develop a solid investment plan and then prepare to stick with it. Read more

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A High-Level View of the Asset Location Decision

Asset allocation and asset location are both important decisions when building an investment portfolio. Kevin Grogan, director of investment strategy, focuses on the asset location decision and how it can affect your after-tax returns. Read more

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