BAM Intelligence

A Successful Small Business Start-Up

As any small business owner knows, there’s a lot to running a company. To be successful, writes Wealth Advisor Connie Brezik, you’ll want to learn what you need to know before you open your doors. Read more

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Dot Your I’s and Cross Your T’s: Navigating the Complexities of Public Service Student Loan Forgiveness

Federal student loan forgiveness in exchange for working in public service is an attractive benefit and can be well worth the effort. Wealth Advisor Becca Craig offers some insight on navigating the program’s many complexities. Read more

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The Foundational Aspects of Planning Your Legacy

Wealth Advisor Elliot Dole explores how taking the emotional risk to begin discerning what you want to pass on, and why, is a fundamental part of creating a holistic, enduring legacy rooted in your values. Read more

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From Divorce Issues to Shoe Spending, Financial Advisers are Hearing it All

From number crunchers to relationship builders, the role of wealth manager has transformed over the last 20 years. Read more

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Race Car Driver Danica Patrick on Finding the Motivation for Financial Responsibility

Tim Maurer chats with race car driver Danica Patrick about her experience finding motivation for financial self-care, and the role that having the right life insurance plays in it. Read more

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