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BAM Intelligence

One Thing You Can Do With Your Portfolio Right Now

Before reacting to volatile markets, write down a financial plan to make sure your investment goals are aligned. Read more

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The Importance of Getting Clients Comfortable with Talking About Their Money

It’s OK. Really. Carl Richards on the importance of getting clients comfortable with talking about money. Read more

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Setting Up a Budget Based on Your Values

Track your spending. Ask some basic questions. Find the savings. Carl Richards on automating good behavior. Read more

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An Emotional Balance Sheet Can Guide Hard-to-Quantify Financial Choices

The things we value most can often be hard to quantify monetarily. But our choices should still be acknowledged, even if they seem to defy calculation. Carl Richards has a solution: Build an emotional balance sheet. Read more

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Creating and Following a Real Financial Plan

What’s most important to you? Carl Richards shares some tips for creating your financial plan. Read more

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