BAM Intelligence

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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The Fear of Offending

Wealth Advisor Connie Brezik offers some tools for finding your voice and overcoming the fear of offending a loved one when aging or diminished capacity make a difficult financial conversation necessary. 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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A Second Quarter Review of 2019 ‘Sure Things’

In his latest quarterly review, Larry Swedroe tallies up how 2019’s “sure thing” market and financial forecasts have fared through the year’s halfway point. Read more

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‘Passive’ Market Efficiency Works

Larry Swedroe unpacks new research into its potential repercussions for liquidity, volatility and market efficiency. Read more

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