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BAM Intelligence

Does Your Financial Plan Need Attention? Try This

If your goal is progress toward your financial goals for 2020 and beyond, February is a perfect time to address talk with your wealth advisor. 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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Be More Purposeful With Seinfeld’s Productivity Hack

Tim Maurer shares his system for channeling daily intentionality to boost productivity. Read more

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Financial Advisors: Are You An Explainer, Elucidator Or Enchanter?

Tim Maurer explores how financial advisors can go beyond just sharing knowledge with their clients to truly inspire understanding and wisdom. Read more

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Investing for the Long Term amid Stock Market Volatility

In a look at the historical data on stock returns following periods of negative performance, Jared Kizer explores why revisiting the market’s longer-term properties can help put last quarter’s volatility into broader context. Read more

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