BAM Intelligence

Life 2.0

Wealth Advisor Sue Stevens explores what it takes to turn that second career or ideal retirement into reality. Read more

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Your Home Is a Personal Asset

Wealth Advisor Connie Brezik looks at why it can be prudent to think about your home as a personal asset, not an investment. Read more

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Annual Portfolio Performance: A Valuable Metric?

Wealth Advisor Doug Buchan breaks down why setting an annual performance goal for your portfolio is not only useless, but it can be dangerous. Read more

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Important To-Do’s Before Sending Your Child Off to College

Wealth Advisor Ken Rosenbaum looks at some essential financial tasks and other important to-do’s you may have overlooked as the first day of a new academic year approaches. 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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