BAM Intelligence

From Divorce Issues to Shoe Spending, Financial Advisers are Hearing it All

Adam Yofan, CPA/PFS, 2/11/2019

From number crunchers to relationship builders, the role of wealth manager has transformed over the last 20 years. Read more

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How Federal-Government Workers Should Approach Their ‘Shutdown Debt’

Kent Schmidgall, Wealth Advisor, 2/6/2019

Now that the shutdown has ended, what are the best ways for federal workers to approach paying off the debt amassed during the recent shutdown. Read more

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What Does It Mean To Have Enough? It’s Up To You.

Tim Maurer, Director of Advisor Development, 1/28/2019

Tim Maurer says instead of chasing an arbitrary figure, start by asking a better financial-planning question: What do you want out of life? Read more

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Top 10 Personal Finance Books to Really Understand Money and Life

Tim Maurer, Director of Advisor Development, 1/2/2019

Looking for something new to read? If so, Tim Maurer’s list of his 10 favorite personal finance books could be a great place to start. Read more

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Bear Markets to Be Borne With Equanimity

Larry Swedroe, Director of Research, 12/26/2018

When faced with stock market volatility, it’s critical to take the long view. Larry Swedroe helps keep things in perspective with a look at why disciplined investors have been rewarded for their patience. Read more

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