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

  • January 25th, 2016
  • Videos

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.

Financial Calm and Confidence

  • January 4th, 2016
  • Videos

The best financial relationships occur when your wealth advisor is interested not just in investing your money, but in investing in your life. Manisha Thakor on helping clients achieve financial clarity, calm and confidence through the process of true wealth management. Financial Calm and Confidence from The BAM ALLIANCE on Vimeo.

What You Need to Know About the Fed’s Move to Raise Interest Rates

  • December 14th, 2015
  • Videos

Brian Haywood So the Fed has finally decided to raise interest rates, ending months of rampant speculation. Director of Fixed Income Brian Haywood covers the why, what and how of the Fed’s rate hike, plus what you should do about it. Short answer? Nothing. What You Need to Know About the Fed’s Move to Raise… Read More

Quick Take: Waiting for Rates to Rise

  • December 7th, 2015
  • Videos

Brian Haywood Nobody really knows exactly when, or by how much, interest rates will rise. But that likelihood is already priced into the market. Director of Fixed Income Brian Haywood on what you need to know if they do, and why sticking to your strategy will pay off in the end. Waiting for Interest Rates… Read More

Quick Take: What Is a Bond Ladder

  • November 30th, 2015
  • Videos

Blerina Hysi, Fixed Income Portfolio Advisor, BAM Advisor Services Laddered bond portfolios can be customized to meet each investor’s unique needs. Plus, they help reduce the risk associated with investing in fixed income. Fixed Income Portfolio Advisor Blerina Hysi on the benefits of a well-structured bond ladder. Quick Take: What is a Bond Ladder from… Read More

Fixed Income Quick Take: What Is Duration?

  • November 23rd, 2015
  • Videos

Steve Wiechel, Fixed Income Advisor, Buckingham Explaining duration. Fixed Income Advisor Steve Wiechel with the ins and outs of bond price sensitivity, using higher coupon bonds to lower duration and targeting the duration to best combine yield and volatility. Quick Take: What is Duration from The BAM ALLIANCE on Vimeo.

The Science of Investing

  • December 15th, 2014
  • Videos

This video features Larry Swedroe, director of research for the BAM ALLIANCE.  

Beyond the Spreadsheet

  • December 15th, 2014
  • Videos

This video features Carl Richards, director of investor education for the BAM ALLIANCE.

Wealth With Wisdom

  • December 12th, 2014
  • Videos

This video features Jim Whiddon, director of investment enrichment for the BAM ALLIANCE.  

A State of Heart

  • December 12th, 2014
  • Videos

This video features Tim Maurer, director of personal finance for the BAM ALLIANCE.


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