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BAM Intelligence

What Does It Mean To Have Enough? It’s Up To You.

Tim Maurer says instead of chasing an arbitrary figure, start by asking a better financial-planning question: What do you want out of life? Read more

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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

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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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