BAM Intelligence

Building on Your Financial Dreams With a Personal CFO

Michael Evans on how your wealth can benefit from the oversight of a “personal CFO.” Read more


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


You Have $10 Million and 10 Years to Live. What Would You Do?

Make your money serve your life, not the reverse. Manisha Thakor on why that means knowing what we truly want. Read more


Understanding Different Types of Risks

Larry Swedroe on the importance of integrating all risks (not only the investment kind) into an overall financial plan. Read more


Factor Human Capital Into Your Financial Plans

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


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