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BAM Intelligence

Benefits of Rebalancing

Once you build it, your portfolio requires ongoing maintenance through a process called rebalancing. Wealth Advisor Connie Brezik explains how this helps you systematically buy low and sell high, a recipe for investing success. 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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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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Educate Your Heirs

Wealth Advisor Connie Brezik looks at why one of the best gifts you can leave your heirs is education about money in general and your financial affairs specifically. Read more

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Make life easier in 2020

Got goals? Wealth Advisor Connie Brezik looks at a few practical approaches to removing obstacles, solving problems, and finding peace in 2020. Read more

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