BAM Intelligence

Money and Marriage: The Financial Plan for Marital Bliss

Marriage means saying “I do” to a shared financial life. To help you and your future spouse get on the same page about where you stand, Associate Wealth Advisor Kurt Wunderlich lays out what to cover in a frank and open conversation regarding money. Read more

Share Button

Preparing for Parenting: Staring Down the Financial Precipice

Expecting? Associate Wealth Advisor Kurt Wunderlich surveys some areas from across the financial spectrum that you may want to address before your family grows. Read more

Share Button

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

Share Button

The Hidden Costs in Municipal Bonds

The hidden, non-disclosed costs in muni bonds. Fixed Income Portfolio Advisor Kurt Wunderlich on how mark-ups work: Read more

Share Button

Industry Events

No events scheduled at this time.