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BAM Intelligence

The Keys to Effective Budgeting: Autonomy and Automation

Most people consider budgeting an exercise in repressive tedium. But it doesn’t have to be. Read more

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Is a Million Bucks Enough to Retire?

Tim Maurer offers a simple retirement stress test and asks what is perhaps the better question: What number works for you? Read more

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The Scarcity Fallacy: Is Less Really More?

Tim Maurer on why finding our path to contentment may have little to do with the dichotomy set up between the pursuit of less and the pursuit of more, scarcity versus acquisition. Read more

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Allocating Your Most Valuable Asset — You

Tim Maurer takes a look at three ways to give your labor capital its due consideration throughout the financial planning process. Read more

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The Financial Advisors’ Guide to Being a Better Human

Tim Maurer in Forbes on how advisors (or anyone else, for that matter) can better receive, and respond to, sad news. Read more

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