BAM Intelligence

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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Top 10 Personal Finance Books to Really Understand Money and Life

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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Here’s How You Should Prepare for That Next Bear Market

Tim Maurer tells CNBC, it’s important to develop a solid investment plan and then prepare to stick with it. Read more

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The Guide to Happy Giving

The giving season is here, so we’re revisiting some tips from Tim Maurer on how to transform one of the more stressful elements of this time of year into something more fulfilling. Read more

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Tim Maurer’s Top 10 Personal Finance Books

In this video, Tim Maurer, director of advisor development for the BAM ALLIANCE, walks us through his wide-ranging library, which includes books that focus on financial planning, behavioral economics, life planning, and a bonus pair that aren’t necessarily about money but can help change the way you look at money.  Read more

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