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BAM ALLIANCE Webcast: A Conversation with Jared Kizer and Kevin Grogan

Date25 Jan 2016

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The BAM Alliance From recent equity performance to risks facing investors in the current market environment, Chief Investment Officer Jared Kizer and Director of Investment Strategy Kevin Grogan share market insights on a range of topics and answer questions about our overall investment strategy in this BAM ALLIANCE client webcast.

10 Things You Absolutely Need To Know About Life Insurance

Date25 Jan 2016

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Life insurance is one of the pillars of personal finance, deserving of consideration by every household. I’d even go so far as to say it’s vital for most. Yet, despite its nearly universal applicability, there remains a great deal of confusion, and even skepticism, regarding life insurance. Perhaps this is due to life insurance’s complexity,...

The Financial Benefits of Buying What You Love

Date18 Jan 2016

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Eleven years ago, I needed a new bike. At the time, I rode a lot. I was in a big group of relatively competitive riders, and we’d often put hundreds of miles on our bikes each week. I agonized over what bike to buy, but I kept coming back to one made by a company...

Save Social Security for later, when you need it most

Date11 Jan 2016

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I think we’ve been looking at Social Security retirement benefits all wrong. In the long-running debate about when to take Social Security — as early as age 62 or as late as age 70 — the focus has been on timing your claim to get the most money, in total, out of the social safety...

High Yield Rewards Underwhelming

Date11 Jan 2016

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Investors have now been faced with a long period of very low yields on high-quality bonds. As a result, and as a consequence of the Federal Reserve’s easy monetary policy, many investors have chosen to pursue higher yields by taking credit risk. This has occurred despite historical evidence that only a very small default premium...

Avoid Investment Depression

Date11 Jan 2016

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As the holidays conclude and the calendar turns into a new year, depression can become an all-too-real possibility. After all, the daylight hours are shorter, and what seems like the longest and coldest (at least in some places) stretch of winter is still ahead. It’s a common time of year for depression, which is frequently...

Learning to Let Go of Financial Peer Pressure

Date11 Jan 2016

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Over the years, I’ve noticed that moment when each of my children started caring about what other people think of them. One by one, I’ve watched as the opinions of others become a big deal in their own decision-making. As smart, mature adults, we have a term for that: peer pressure. You know, that dumb...

A Look at Equity Performance in 2015

Date11 Jan 2016

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We just completed the second consecutive year where U.S. large-cap stocks outperformed most other asset classes, including U.S. small stocks, U.S. value stocks and international stocks. This development has led some investors to wonder whether diversification still works. We believe diversification should remain an essential part of a well-devised, long-term investment plan, and that investors...

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