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BAM Intelligence

Building on Your Financial Dreams With a Personal CFO

Michael Evans on how your wealth can benefit from the oversight of a “personal CFO.” Read more

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Tax-Loss Harvesting in Inclement Markets

Make the most of the market’s inevitable, periodic dips through tax-loss harvesting. Read more

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Thou Shalt Not Time the Market

Don’t let the wild ride tempt you. Michael Evans on five market timing tactics to avoid (even during downturns): Read more

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Sudden Money: Managing a Financial Windfall

BAM ALLIANCE member Michael J. Evans shares tips on how to financially and emotionally navigate a windfall. Read more

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Let’s Talk About College Funding: How Do You Finance a Dream? – Michael J. Evans

Michael J. Evans, The Cogent Advisor, Chicago As a concerned parent, I’ve been giving college planning a great deal of thought. As a professional wealth manager, I’ve been familiarizing myself with economic realities; listening to the questions and concerns of… Read more

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