BAM Intelligence

Financial Decision-Making in an Aging World

The risk of becoming more vulnerable to financial abuse as we get older can pose a significant threat to our retirement security. Read more

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The Guide to Happy Giving

The giving season is here, so we’re revisiting some tips from Tim Maurer on how to transform one of the more stressful elements of this time of year into something more fulfilling. Read more

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Temperament Trumps Intellect in Investing

Larry Swedroe offers his seven keys to remaining a patient and disciplined investor over the long haul. Read more

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Tools to Help Realize Your Year-End Charitable Giving Goals

Wealth Advisor Jada Diedrich unpacks her toolkit for building an efficient charitable giving strategy that’s designed to help maximize the way your contribution dollars benefit not only the causes you hold most dear, but also you and your family. Read more

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The S&P 500 Goes Supernova

Jared Kizer explores why such performance may not repeat for many decades to come, as well as what investors can expect from U.S. large-cap stocks going forward. Read more

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