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BAM Intelligence

Why Dismissing Social Security in Your Retirement Plan Is a Mistake

Wealth Advisor, Jarrett Simpson looks at why retirement savers who are too cynical about or ignore Social Security are likely selling the program short. Read more

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The Four Horsemen of Your Portfolio

When it comes to secure retirement, today’s investors face some major hurdles. Larry Swedroe unpacks the threat, and offers some solutions to help improve financial outcomes. 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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Investors Should Re-Examine Annuity Aversion

Despite potential benefits, many people hesitate to annuitize. Larry Swedroe on solving the annuity puzzle. Read more

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Annuities and Problems of Longevity

Larry Swedroe takes a close look at payout annuities as a means to insure against longevity risk and explores their role in retirement income planning. Read more

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