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BAM Intelligence

An Awakening Bear?

Larry Swedroe offers some points to consider before you succumb to an urge to abandon your well-thought-out financial plan over recent swings in the stock market. Read more

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A High-Level View of the Asset Location Decision

Asset allocation and asset location are both important decisions when building an investment portfolio. Kevin Grogan, director of investment strategy, focuses on the asset location decision and how it can affect your after-tax returns. Read more

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Tax-Loss Harvesting in Inclement Markets

Make the most of the market’s inevitable, periodic dips through tax-loss harvesting. Read more

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Why The Stock Market Is Volatile, Why Volatility Hurts, And What To Do About It

Willingness to endure volatility in the stock market has tended to reward the disciplined investor, but attempting to divine when these times will begin and end is folly. Tim Maurer on what investors should do about it. Read more

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It’s a Good Time to Harvest Losses

Director of Investment Analysis Kevin Grogan on the right way to approach tax-loss harvesting. Read more

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