BAM Intelligence

Dot Your I’s and Cross Your T’s: Navigating the Complexities of Public Service Student Loan Forgiveness

Federal student loan forgiveness in exchange for working in public service is an attractive benefit and can be well worth the effort. Wealth Advisor Becca Craig offers some insight on navigating the program’s many complexities. Read more

Share Button

The Foundational Aspects of Planning Your Legacy

Wealth Advisor Elliot Dole explores how taking the emotional risk to begin discerning what you want to pass on, and why, is a fundamental part of creating a holistic, enduring legacy rooted in your values. Read more

Share Button

Stock Volatility and Trade Tensions

Tim Maurer appears on Nightly Business Report to discuss steps investors should, and shouldn’t, consider taking in response to stock market turbulence amid trade tensions. Read more

Share Button

Retirees Need a Life Plan, Not Just a Financial One

David Nicklaus, of the St. Louis Post-Dispatch, reviews Larry Swedroe’s newest book “Your Complete Guide to a Successful and Secure Retirement” Read more

Share Button

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

Share Button

Industry Events

No events scheduled at this time.