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BAM Intelligence

Cultivating an Abundance Mindset, Even in Difficult Times

The self-care practice of cultivating an abundance mindset can be particularly helpful in creating powerful, positive momentum toward a sense of better financial wellbeing, especially when coupled with a sound, comprehensive, long-term financial plan. Read more

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Have a Conversation, for You and Your Family

Health issues can emerge suddenly and without notice. Making sure you and your family are prepared for these situations – now and in the future – is an act of kindness. Read more

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Minimize Regret Over Maximizing Returns

When reevaluating your tolerance for risk, now or in the future, it’s worthwhile to look through the lens of “regret minimization” as much as you’re looking through the lens of potential “return maximization.” Read more

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Money and Happiness

Contrary to the popular saying, money can buy happiness, but only if you spend it in the right way. Read more

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Is COVID-19 Creating An Education Planning Crisis?

Both as an advisor and a parent of teens, I asked one of the most knowledgeable people I know on the topic of college planning, my colleague Dave Ressner, a wealth advisor and education planning specialist. And he answered. Read more

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