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Recommended Research and Articles

BAM Insights

Market Worries? This Time It's Different?

When markets drop, anxiety increases. It’s normal human behavior. Add in the backdrop of war, a humanitarian crisis, mass shootings, and economic worries, and it’s natural to wonder what the impact on investment performance will be. Should we be doing something different with our investment dollars?

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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.

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Five Year-End Moves

2020 will be a year to remember for decades to come-- and we still have a few weeks to go. Still, it’s not too soon to start thinking about what this year will mean in terms of your tax situation. To that end, I’ve put together five tax planning suggestions for your consideration.

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New Tax Plan and You

The new tax law has a lot of changes for investors to digest. Here are a few items that our investors may want to explore before the end of 2017 as well as a quick overview.

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Post-Election Reflections

Stay Focused and Long-Term. How many times have you heard that from me over the years? Gets boring but it bears repeating. Time in the market is more important than timing the market and the market events before, during and after the 2016 election have provided a classic example.

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Brexit and You

It’s hard to fathom why the usually reasonable British decided to jump into the dark by voting to leave the European Union. Markets are having a tough time believing it as well with European markets down 7-8% and a plunge in the British pound by 8%, its biggest one-day loss ever. U.S. markets have dropped 3.5% heading into the weekend.

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