BAM Intelligence

A Guide to Starting Family Financial Conversations

The decisions we make surrounding family wealth and lifestyle planning can oftentimes be uncomfortable. Wealth advisor Jeff Johnson breaks down where and how you might want to start your family’s next important conversation about money. Read more

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Building a Better Bond Portfolio

Investment Strategy Advisor Brian Haywood tells CNBC the roles of credit quality, duration and laddering in our customized, evidence-based bond portfolios. Read more

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Lottery Stocks Remain a Losing Game

Larry Swedroe takes a look at new research findings on lottery stocks in mutual funds. Read more

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How to Manage Your Money in 2018

Tim Maurer visits with the TODAY show to discuss managing debt, saving for the future and investing long-term.

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The Peril of Chasing Active Mutual Fund Performance Ratings

Mutual fund rating systems really only do a great job of “predicting” the past. Larry Swedroe reviews the research. Read more

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