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The Educated Investor

Articles from our strategic partner BAM Advisor Services discussing current events on investing and life.

Choosing a Trusted Advisor

Following are 10 principles we have adopted to help us serve as a trusted advisor. 

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Understanding Medicare Options and Late Enrollment Penalties

Medicare health insurance is a dense topic. Each of the various options have specific coverage and enrollment periods. To select the best coverage for you, it helps to have a better understanding of the program. This knowledge can help you and your loved ones iron out the areas that tend to cause the most confusion.

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Deciding Between Individual Bonds and Bond Funds

We use both individual bonds and bond funds for our clients. It can be confusing why one strategy for buying bonds is preferable to another, but in reality the reasoning is fairly straightforward: It comes down to costs, diversification and liquidity needs.

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Lessons from 2012

Each year, author Larry Swedroe, director of research for the BAM ALLIANCE, takes a look back at the investing lessons the markets provided in the past year.

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