BAM Intelligence

Long Term Disability vs. Long Term Care Insurance: A MoneyZen Conversation with Tim Maurer

Manisha Thakor, Director of Wealth Strategies for Women, 8/30/2017

Manisha Thakor hosts Tim Maurer on the latest MoneyZen Podcast to discuss Long-Term Disability vs. Long-Term Care Insurance. Read more

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Risk and Joy and the Sweet Smell of Hay

Kristin Poole, Wealth Advisor, Buckingham, 8/2/2016

Exploring the role of risk, values and quality of life in financial decision-making. Wealth Advisor Kristin Poole on her return to the sport of horseback riding. Read more

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Betting on the Unpredictable: Put That Strategy on Ice

Aaron Vickar, Wealth Advisor and Director of Risk Management, 5/17/2016

Playing the odds. Aaron Vickar on the accuracy of “expert” predictions, whether in hockey or the markets: Read more

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Finding Surer Footing

Carl Richards, 4/20/2015

The odds an event will occur aren’t the same as its consequences. Carl Richards in The New York Times on fully evaluating risk Read more

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Disability Insurance: Protecting Your Greatest Financial Asset

Michael J. Evans, Founder, The Cogent Advisor, 4/10/2015

BAM ALLIANCE member Michael Evans on safeguarding your income stream and the role disability insurance should play in your long-term financial plan. Read more

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