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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The Unique Retirement Issues Facing Women

Larry Swedroe and Wealth Advisor Katie Keary explore the impact of 12 specific challenges that women face, and offer financially empowering solutions to them. Read more

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Financial Illiteracy’s High Cost

A recent study explores how a lack of financial literacy can cost investors returns. Read more

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The Financial Perils of Old Age

Larry Swedroe unpacks a resource to help investors navigate the many financial aspects of elder and long-term care. 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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