BAM Intelligence

A Guide to Starting Family Financial Conversations

The decisions we make surrounding family wealth and lifestyle planning can oftentimes be uncomfortable. Wealth advisor Jeff Johnson breaks down where and how you might want to start your family’s next important conversation about money. Read more

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Five Ways to Become More Financially Engaged

Becoming more engaged with your finances can be a dauting task — the decisions you make are important and the amount of information can be overwhelming. In this video, however, Katie Keary shares five ways you can become more involved with your money. The best news is you can start at your own pace, and you don’t have to go it alone. Read more

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Financial Planning for the Person Who Has Everything

You wake up tomorrow and everything about your life is exactly the same except you have no possessions other than the clothes on your back and a bag of money equal to your financial worth today. Tim Maurer asks: What would you change? Read more

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The Keys to Effective Budgeting: Autonomy and Automation

Most people consider budgeting an exercise in repressive tedium. But it doesn’t have to be. Read more

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Financial Illiteracy’s High Cost

A recent study explores how a lack of financial literacy can cost investors returns. Read more

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