BAM Intelligence

The Historical Imperative for International Diversification

Larry Swedroe looks at how home-country bias and recency can imperil proper international diversification. Read more

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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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Preparing for Parenting: Staring Down the Financial Precipice

Expecting? Associate Wealth Advisor Kurt Wunderlich surveys some areas from across the financial spectrum that you may want to address before your family grows. Read more

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Your Home Is a Personal Asset

Wealth Advisor Connie Brezik looks at why it can be prudent to think about your home as a personal asset, not an investment. Read more

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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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