BAM Intelligence

Living a Life Worthy of a Legacy at Any Age

Material wealth is not required to help, affirm and build up others through an investment of time or influence. Tim Maurer shares a poignant reminder that we don’t have to wait on an estate to forge a legacy. Read more

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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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