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BAM Intelligence

Crafting Your Spending and Savings Plan: Unlocking the Door to Financial Freedom

Bethany Ketron shares six simple steps to create a spending and savings plan aligned with your goals. Read more

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Market Volatility and Equity Performance

When stock markets drop, it can be tough to see past the pain and recall that your investment plan incorporates such risks. To help you take the long-term view, Chief Investment Officer Jared Kizer puts October’s market moves into perspective. Read more

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Five Ways to Become More Financially Engaged

Becoming more engaged with your finances can be a dauting task — the decisions you make are important and the amount of information can be overwhelming. In this video, however, Katie Keary shares five ways you can become more involved with your money. The best news is you can start at your own pace, and you don’t have to go it alone. Read more

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Financial Illiteracy’s High Cost

A recent study explores how a lack of financial literacy can cost investors returns. Read more

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Financial Wellness and What Your Financial Advisor Isn’t Telling You

Manisha Thakor and Financial Finesse CEO Liz Davidson explore what it means to achieve financial wellness. Read more

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