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BAM Intelligence

Honesty Tops Any Checklist When Looking for an Adviser

There are many attributes a financial adviser must have to manage your money, but honesty is the most important. Read more

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Choose Experiences Over Stuff, and Maybe Over Security Too

More people are choosing experience over stuff, and maybe over security too. Carl Richards asks, “What if?” Read more

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‘Fiduci-what?’ Most clients don’t know what the fiduciary duty really means

The more we do to help clients understand conflicts of interest, the better we can serve their interests. Read more

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The Solution to Maintaining a Budget Is Awareness

Lose the same old spending tricks. Carl Richards on why the solution to maintaining a budget is awareness. Read more

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The Paradox of Finding Motivation Through Fear

Dive into the unknown. Make a habit of seeking adventure. Carl Richards on why pursuing projects outside your comfort zone may be the secret to staying motivated. Read more

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