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BAM Intelligence

Cultivating an Abundance Mindset, Even in Difficult Times

The self-care practice of cultivating an abundance mindset can be particularly helpful in creating powerful, positive momentum toward a sense of better financial wellbeing, especially when coupled with a sound, comprehensive, long-term financial plan. Read more

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Annual Portfolio Performance: A Valuable Metric?

Wealth Advisor Doug Buchan breaks down why setting an annual performance goal for your portfolio is not only useless, but it can be dangerous. Read more

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Tools to Help Realize Your Year-End Charitable Giving Goals

Wealth Advisor Jada Diedrich unpacks her toolkit for building an efficient charitable giving strategy that’s designed to help maximize the way your contribution dollars benefit not only the causes you hold most dear, but also you and your family. Read more

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Allocating Your Most Valuable Asset — You

Tim Maurer takes a look at three ways to give your labor capital its due consideration throughout the financial planning process. Read more

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A Long-Term Perspective on the Stock Market Downturn

After years of little volatility, the market’s ups and downs might have you feeling uneasy. But a long-term perspective from Chief Investment Officer Jared Kizer provides some context on the stock market downturn. Read more

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