BAM Intelligence

What Is Enough? – with Dr. Kate Levinson

Answering the age-old question of “What is enough?” with Manisha Thakor and Kate Levinson in MoneyZen podcast. Read more


Factor Human Capital Into Your Financial Plans

The value of your labor should be considered when making investments. Read more


5 Things You Need to Know Before Quitting Your Job

Manisha Thakor weighs in on what to consider before taking time off from work. Read more


Women and The Investment Gap: It’s Time to Catch Up

Closing the investment gap: Stuart Vick Smith on how women got here and how to catch up. Read more


Financial Calm and Confidence

Manisha Thakor on the importance of building relationships in financial planning. Read more


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