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BAM Intelligence

The Buckingham Family of Financial Services Unveils New Brand Structure

A unified brand identity following the 2018 merger of BAM Advisor Services and Loring Ward will better position Buckingham in an evolving financial services landscape. Read more

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Figuring Out if You Should Retire

Sure, having enough money is an important part of the retirement equation, but there’s much more to consider as well. Wealth Advisor Connie Brezik tackles four questions to ask and answer before you take this step. Read more

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Living a Life Worthy of a Legacy at Any Age

Material wealth is not required to help, affirm and build up others through an investment of time or influence. Tim Maurer shares a poignant reminder that we don’t have to wait on an estate to forge a legacy. Read more

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Finding and Supporting Your Passion

Donating to a nonprofit organization is a wonderful way to make a positive impact and taking the time to research and vet these organizations can lead to life-long partnerships between you and the charity. Read more

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What’s First with Your Next Dollar: Investing or Paying Off Debt

Should you use available income to first pay down debt or instead invest it for the future? The answer may be part science and part art, but Wealth Advisor Kurt Wunderlich breaks down how both can inform your financial plan. Read more

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