BAM Intelligence

Know Your Risk Inclinations and Investor Personality

Larry Swedroe unpacks a CFA Institute Research Foundation brief on risk profiling and tolerance that looks at four investor personalities, and the potentially problematic behavioral tendencies likely to come with each. Read more

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Helping You Align Your Values and Goals

Wealth Advisor Katie Keary explores these questions through a short exercise designed to help harmonize your deepest values and goals, financial or otherwise. Read more

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The Scarcity Fallacy: Is Less Really More?

Tim Maurer on why finding our path to contentment may have little to do with the dichotomy set up between the pursuit of less and the pursuit of more, scarcity versus acquisition. Read more

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Allocating Your Most Valuable Asset — You

Tim Maurer takes a look at three ways to give your labor capital its due consideration throughout the financial planning process. Read more

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The Financial Advisors’ Guide to Being a Better Human

Tim Maurer in Forbes on how advisors (or anyone else, for that matter) can better receive, and respond to, sad news. Read more

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