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BAM Intelligence

My Take: My First ‘Investment Advisor’ – Brian Zdrowak

The first person who gave me investment advice worked in our company warehouse (let’s call him Bob). He appeared to understand the workings of the markets and was confident in his investment moves. According to company gossip, this guy was… Read more

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My Take: Baseball and Investing: The Dawn of a New Era? — Brian Zdrowak

Brian Zdrowak, Dopkins Wealth Management, Buffalo, N.Y. My father loves to tell the story of Mickey Mantle hitting a 565-foot home run in 1953, a ball that landed in a housing development beyond the left-field wall at Griffith Stadium in… Read more

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My Take: Obama Budget Proposal Shines Light on Estate Tax and Retirement Planning — Brian Zdrowak

Brian Zdrowak, Dopkins Wealth Management, Buffalo, N.Y. President Barack Obama’s 2014 budget proposal, which includes making changes to individual retirement accounts (IRAs) and estate tax exemptions, has been making headlines. In the abridged version, the draft introduces: A cap on… Read more

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