We’ve changed our name. The BAM ALLIANCE has become Buckingham Strategic Partners. Find out more

 
BAM Intelligence

How to Take Advantage of a Record High Dow

Tim Maurer, Director of Advisor Development, 4/27/2016

After a rocky start to the year, the Dow recently has climbed to near its record high.  Tim Maurer and Sheinelle Jones of the TODAY show chat about looking for the opportunity to rebalance your portfolio, the housing market, debt and personal financial priorities.

Find it on Today.com

By clicking on any of the links above, you acknowledge that they are solely for your convenience, and do not necessarily imply any affiliations, sponsorships, endorsements or representations whatsoever by us regarding third-party Web sites. We are not responsible for the content, availability or privacy policies of these sites, and shall not be responsible or liable for any information, opinions, advice, products or services available on or through them.

The opinions expressed by featured authors are their own and may not accurately reflect those of the BAM ALLIANCE. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.

© 2016, The BAM ALLIANCE

Share Button

The BAM ALLIANCE

As director of advisor development at The BAM ALLIANCE, Tim designs and implements focused educational programs for our advisors around the country. His goal is to prepare them to provide an outstanding experience to each and every client through skillful investment advising and financial life planning.

A central theme drives Tim’s work: Personal finance is more personal than it is finance. Regardless of our income or net worth, Tim believes it is our underlying values and goals that drive our behavior with money, which ultimately determines our satisfaction in work and life. With a passion for relational communication, Tim has been featured on the Today show on NBC, CNBC and ABC’s Nightline, on NPR programs The Diane Rehm Show and Marketplace as well as in The Wall Street Journal, The Washington Post, The New York Times, The Baltimore Sun, Kiplinger’s Personal Finance, U.S. News & World Report and Money magazine, among others.

You can follow Tim on Twitter at @TimMaurer.

Latest BAM Intelligence

Benefits of Rebalancing

Income Planning and IRMAA in Retirement

Relief for Retirement Account Owners

Industry Events

No events scheduled at this time.

Get in touch

Find or become an independent
BAM ALLIANCE advisor.