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BAM Intelligence

Volatility Drives Retirees to Think Longevity Annuity

Jared Kizer, Chief Investment Officer, 3/18/2016

Volatility may drive you to think longevity annuity, but there’s a lot to consider. Jared Kizer weighs in on CNBC: Read more

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Buy This Annuity So I Can Take a Cruise

Dan Solin, 12/7/2015

The current controversy over the proposal by the U.S. Department of Labor to impose a fiduciary standard on those who advise retirement plans has little to do with the rule’s merit. Read more

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Variable Annuities: Explaining the Income Guarantee

Jason Vande Brake, Wealth Advisor, Northwest Wealth Management, 8/12/2015

Variable annuities with an income guarantee: Jason Vande Brake on how they work, and some of their potential pitfalls. Read more

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Fiduciary Rule Opponents Are Motivated By Self-Interest

Dan Solin, 8/7/2015

For Dan Solin, arguments that the U.S. Department of Labor’s fiduciary rule will hurt small investors just don’t add up. Read more

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Five Key Investment Strategies for Women

Manisha Thakor, Director of Wealth Strategies for Women, 2/9/2015

The data indicates that women live longer, work longer and retire later than men. Manisha Thakor weighs in on how that can impact an investment strategy. Read more

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