BAM Intelligence

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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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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Election-Year Politics and Stock Market Forecasts

What happens to stocks if Trump wins come November? Kevin Grogan on election-year politics and market forecasts. Read more

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It’s a Good Time to Harvest Losses

Director of Investment Analysis Kevin Grogan on the right way to approach tax-loss harvesting. Read more

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