BAM Intelligence

Figuring Out if You Should Retire

Sure, having enough money is an important part of the retirement equation, but there’s much more to consider as well. Wealth Advisor Connie Brezik tackles four questions to ask and answer before you take this step. Read more

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What’s First with Your Next Dollar: Investing or Paying Off Debt

Should you use available income to first pay down debt or instead invest it for the future? The answer may be part science and part art, but Wealth Advisor Kurt Wunderlich breaks down how both can inform your financial plan. Read more

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Are You a Hole-in-One Investor or a Scratch Investor?

Any duffer on the course can hit a hole-in-one with enough swings and enough luck. But, writes Wealth Advisor Doug Buchan, being a scratch golfer – just like being scratch investor – requires patience in the winning strategy and the discipline to play your game. Read more

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Getting Back to the Basics by Getting the Definitions Right

The way that conventional wisdom treats stocks, bonds, and the risk they entail can be problematic. Wealth Advisor Doug Buchan explains why, in financial planning, sometimes the almost right word simply won’t do. Read more

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Should You Worry About an Inverted Yield Curve?

Do you think Warren Buffett is spending time worrying about a yield curve inversion? Larry Swedroe explains why he suspects not, and offers some reasons that you shouldn’t either. Read more

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