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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Investing for the Long Term amid Stock Market Volatility

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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Why Active Management Still Fails

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

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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Making Harmony with Money

Wealth advisor Tad Gray shares an open letter to his children about the most important money lessons for those just starting out in their professional careers. Read more

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