BAM Intelligence

Be More Purposeful In 2019 With Seinfeld’s Productivity Hack

Tim Maurer, Director of Advisor Development, 1/16/2019

Tim Maurer shares his system for channeling daily intentionality to boost productivity. Read more

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Investing for the Long Term amid Stock Market Volatility

Jared Kizer, Chief Investment Officer, 1/7/2019

In a look at the historical data on stock returns following periods of negative performance, Jared Kizer explores why revisiting the market’s longer-term properties can help put last quarter’s volatility into broader context. Read more

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Tools to Help Realize Your Year-End Charitable Giving Goals

Jada Diedrich, Wealth Advisor, 11/19/2018

Wealth Advisor Jada Diedrich unpacks her toolkit for building an efficient charitable giving strategy that’s designed to help maximize the way your contribution dollars benefit not only the causes you hold most dear, but also you and your family. Read more

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Why Active Management Still Fails

Larry Swedroe, Director of Research, 11/8/2018

A recent study only reinforces the important link between mutual fund costs and performance. However, as Larry Swedroe explains, its results happen to offer plenty of good news for investors on both sides of the active versus passive debate. Read more

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A Guide to Starting Family Financial Conversations

Jeff Johnson, Wealth Advisor, 10/25/2018

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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