BAM Intelligence

Dot Your I’s and Cross Your T’s: Navigating the Complexities of Public Service Student Loan Forgiveness

Federal student loan forgiveness in exchange for working in public service is an attractive benefit and can be well worth the effort. Wealth Advisor Becca Craig offers some insight on navigating the program’s many complexities. Read more

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Tale Of 2 Stock Markets

There is clear evidence the political climate affects investors’ views of the economy and the stock market. Larry Swedroe encourages investors to separate political affiliations from investment decisions. Read more

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Long/Short Portfolios Can Improve Tax Efficiency

Larry Swedroe unpacks research showing that relaxing quantitative tax-aware strategies’ long-only constraint can drastically increase tax benefits. Read more

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Investing for the Long Term amid Stock Market Volatility

In a look at the historical data on stock returns following periods of negative performance, Jared Kizer explores why revisiting the market’s longer-term properties can help put last quarter’s volatility into broader context. Read more

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Market Volatility and Equity Performance

When stock markets drop, it can be tough to see past the pain and recall that your investment plan incorporates such risks. To help you take the long-term view, Chief Investment Officer Jared Kizer puts October’s market moves into perspective. Read more

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