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BAM Intelligence

“A State of Heart” Featuring Tim Maurer

For some, fiduciary is just a headline. For us, “It’s who we are.” Read more

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A Guide to Getting Started With Your Finances for Millennials

Listen, learn, investigate. Matt Spezialetti with tips for millennials on finding a good financial starting point. Read more

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Honesty Tops Any Checklist When Looking for an Adviser

There are many attributes a financial adviser must have to manage your money, but honesty is the most important. Read more

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It’s Still Open Season on Retirement Plan Participants

Here’s the problem with the new rule. It has massive loopholes the securities and insurance industries will exploit to continue “business as usual.” The devil is in the details. Read more

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‘Fiduci-what?’ Most clients don’t know what the fiduciary duty really means

The more we do to help clients understand conflicts of interest, the better we can serve their interests. Read more

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