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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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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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Don’t Try and Keep Up with the Joneses When it Comes to Investment Risk

Tim Maurer tells CNBC it can be so helpful to think about risk from three angles: your willingness, ability and need to take it. Read more

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Save Social Security for Later, When You Need It Most

Timing your Social Security retirement benefits. Read more

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Some Alternatives to Big Banks and Their Record-High Fees

Given record-high fees and the low interest they pay, Tim Maurer explores some wise alternatives to big banks. Read more

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