BAM Intelligence

Dot Your I’s and Cross Your T’s: Navigating the Complexities of Public Service Student Loan Forgiveness

Federal student loan forgiveness in exchange for working in public service is an attractive benefit and can be well worth the effort. Wealth Advisor Becca Craig offers some insight on navigating the program’s many complexities. Read more

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The Foundational Aspects of Planning Your Legacy

Wealth Advisor Elliot Dole explores how taking the emotional risk to begin discerning what you want to pass on, and why, is a fundamental part of creating a holistic, enduring legacy rooted in your values. Read more

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What’s First with Your Next Dollar: Investing or Paying Off Debt

Should you use available income to first pay down debt or instead invest it for the future? The answer may be part science and part art, but Wealth Advisor Kurt Wunderlich breaks down how both can inform your financial plan. Read more

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Are You a Hole-in-One Investor or a Scratch Investor?

Any duffer on the course can hit a hole-in-one with enough swings and enough luck. But, writes Wealth Advisor Doug Buchan, being a scratch golfer – just like being scratch investor – requires patience in the winning strategy and the discipline to play your game. Read more

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The Fear of Offending

Wealth Advisor Connie Brezik offers some tools for finding your voice and overcoming the fear of offending a loved one when aging or diminished capacity make a difficult financial conversation necessary. Read more

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