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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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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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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The Proposed Tax Plan and Your Money

Tim Maurer looks at how the GOP’s new tax plan could affect you and your money. Read more

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