BAM Intelligence

Life 2.0

Wealth Advisor Sue Stevens explores what it takes to turn that second career or ideal retirement into reality. Read more

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Annual Portfolio Performance: A Valuable Metric?

Wealth Advisor Doug Buchan breaks down why setting an annual performance goal for your portfolio is not only useless, but it can be dangerous. Read more

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

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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Retirees Need a Life Plan, Not Just a Financial One

David Nicklaus, of the St. Louis Post-Dispatch, reviews Larry Swedroe’s newest book “Your Complete Guide to a Successful and Secure Retirement” Read more

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Financial Planning for Investors in Their 40s

Tim Maurer goes on CNBC’s “Power Lunch” to talk about what financial steps investors in their 40s should take first. Read more

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