facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause


Recommended Research and Articles

BAM Insights

Treasury I Bonds Are a Great Option for Extra Cash

US Treasury Series I Savings Bonds (“I Bonds”) currently offer an attractive opportunity for savers to take advantage of nearly risk-free return yields of more than 7%. If there is a silver lining in the current inflation cloud it is that I Bonds yields also rise with inflation, which has led to a recent surge in their popularity from relative obscurity. This presents an opportunity to invest your extra cash at a great yield, but you need to act by April 28 to lock in at the great rate.

Read More

Cybersecurity Protection Tips

The Bad: Cybersecurity attacks continue to be on the rise. Russian retaliation, tax scams, and changes in business operations during the pandemic are some of the reasons why cyber-attacks are increasing and projected to continue. The Good: Phishing emails and weak passwords still remain the top initial attack vectors. Why is this good news? Because it means that we still have some control in protecting ourselves. Understanding human behavior, educating ourselves in areas of cybersecurity, and taking diligent measures will always remain the first line of defense.

Read More

2021 Planning Strategies to Consider Before Year-End

In politics there has been much ongoing debate in Washington about tax policy changes related to funding President Biden’s proposed social, climate, and infrastructure bills. Some of the proposed tax policy changes (as of this writing late-November) may impact our clients’ financial situations for 2022 and beyond, so with December just around the corner and the holidays beckoning, it is worth reviewing a few key tax and estate planning strategies before 2021 is in the rear-view.

Read More

Intro to ESG Investing

Sustainable investing has expanded from a niche interest to a mainstay of investment strategies around the world. Institutional investors as well as individual investors have been focusing not just on the financial promise of the companies in their portfolios but now also on the environmental, social, and governance (“ESG”) performance of these firms.

Read More