BAM Intelligence

Has the Size Premium Disappeared?

There are some logical explanations for why the size premium may have shrunk, but, as Larry Swedroe shows, there are also simple, intuitive and risk-based explanations for why it should persist. Read more

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How to Avoid Being Victimized by Financial Deception

Don’t rely on some commercial to ensure your financial advisor is acting in your best interest. Read more

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Demystifying Planning & Paying for College: A MoneyZen Conversation with Wealth Advisor David Ressner

Manisha Thakor and David Ressner discuss saving for college, financial aid, calculating costs and even how to identify the right (priced) college. Read more

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Financial Wellness and What Your Financial Advisor Isn’t Telling You

Manisha Thakor and Financial Finesse CEO Liz Davidson explore what it means to achieve financial wellness. Read more

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Find Your “Work+Life” Fit with Flex+Strategy Group CEO Cali Yost

Finding the right “work+life” fit: Manisha Thakor hosts Cali Yost on the MoneyZen Podcast. Read more

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