Recency Bias Erodes Discipline and Destroys Investor Returns: Reconsidering Reinsurance

December 9, 2019  // BAM Article

Resisting recency bias, writes Larry Swedroe, is the key to earning the premiums available from all risk assets, including reinsurance. Read more  Read More

Turning a Saver Into a Spender

December 5, 2019  // BAM Article

Know a reluctant spender? Someone who sees it as part of a proud lifestyle, a badge of honor? Wealth Advisor Connie Brezik offers ways that even ardent savers can feel more secure about spending money in retirement. Read more  Read More

The Buckingham Family of Financial Services Unveils New Brand Structure

November 20, 2019  // BAM Article

A unified brand identity following the 2018 merger of BAM Advisor Services and Loring Ward will better position Buckingham in an evolving financial services landscape. Read more  Read More

Figuring Out if You Should Retire

November 7, 2019  // BAM Article

Sure, having enough money is an important part of the retirement equation, but there's much more to consider as well. Wealth Advisor Connie Brezik tackles four questions to ask and answer before you take this step. Read more  Read More

Living a Life Worthy of a Legacy at Any Age

November 6, 2019  // BAM Article

legacyMaterial wealth is not required to help, affirm and build up others through an investment of time or influence. Tim Maurer shares a poignant reminder that we don't have to wait on an estate to forge a legacy. Read more  Read More

A Successful Small Business Start-Up

November 1, 2019  // BAM Article

As any small business owner knows, there's a lot to running a company. To be successful, writes Wealth Advisor Connie Brezik, you'll want to learn what you need to know before you open your doors. Read more  Read More

Finding and Supporting Your Passion

October 31, 2019  // BAM Article

Donating to a nonprofit organization is a wonderful way to make a positive impact and taking the time to research and vet these organizations can lead to life-long partnerships between you and the charity. Read more  Read More

Dot Your I’s and Cross Your T’s: Navigating the Complexities of Public Service Student Loan Forgiveness

October 3, 2019  // BAM Article

Federal student loan forgiveness in exchange for working in public service is an attractive benefit and can be well worth the effort. Wealth Advisor Becca Craig offers some insight on navigating the program's many complexities. Read more  Read More

The Foundational Aspects of Planning Your Legacy

September 30, 2019  // BAM Article

Wealth Advisor Elliot Dole explores how taking the emotional risk to begin discerning what you want to pass on, and why, is a fundamental part of creating a holistic, enduring legacy rooted in your values. Read more  Read More

What’s First with Your Next Dollar: Investing or Paying Off Debt

September 25, 2019  // BAM Article

Should you use available income to first pay down debt or instead invest it for the future? The answer may be part science and part art, but Wealth Advisor Kurt Wunderlich breaks down how both can inform your financial plan. Read more  Read More

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