BAM Intelligence

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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Set Your Goals

Wealth Advisor Sue Stevens looks at some foundational planning questions to consider by decade. Read more

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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

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Does Money Buy Happiness?

Larry Swedroe looks at why understanding how wealth affects happiness can play such an important role in retirement planning. Read more

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Financial Advisors: Are You An Explainer, Elucidator Or Enchanter?

Tim Maurer explores how financial advisors can go beyond just sharing knowledge with their clients to truly inspire understanding and wisdom. Read more

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