BAM Intelligence

Set Your Goals

Wealth Advisor Sue Stevens looks at some foundational planning questions to consider by decade. Read more

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The Trouble with Convenience

Associate Wealth Advisor Kurt Wunderlich looks at strategies for leveraging convenience in a way that enhances, not diminishes, your financial life. Read more

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Does Money Buy Happiness?

Larry Swedroe looks at why understanding how wealth affects happiness can play such an important role in retirement planning. Read more

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Financial Advisors: Are You An Explainer, Elucidator Or Enchanter?

Tim Maurer explores how financial advisors can go beyond just sharing knowledge with their clients to truly inspire understanding and wisdom. Read more

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From Divorce Issues to Shoe Spending, Financial Advisers are Hearing it All

From number crunchers to relationship builders, the role of wealth manager has transformed over the last 20 years. Read more

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