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BAM Intelligence

How to prevent clients from making a classic behavioral investing mistake

Advisers should help clients forget about everyone else and realize ‘only your goal matters’ Read more

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What’s the Goal?

What’s the goal? Joe Delaney on why any major endeavor, financial or otherwise, starts with thorough planning: Read more

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Change Your Investment Goal

For approximately 85 percent of individual investors, their investment goal is to “beat the market.” If you are one of those investors, I want you to consider abandoning that goal and making a new one. Read more

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