BAM Intelligence

The Mathematics of Asset Location

Kevin Grogan walks through a Roth-versus-taxable-account asset location decision using after-tax asset location. 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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The Value of Pension Plan Investment Consultants

Pension plan sponsors engage investment consultants even though the evidence clearly shows their recommendations fail to add value. Why? Larry Swedroe examines research that concludes there’s an agency problem (that is, a conflict of interest) at work. Read more

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Making Harmony with Money

Wealth advisor Tad Gray shares an open letter to his children about the most important money lessons for those just starting out in their professional careers. Read more

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