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BAM Intelligence

The Million Dollar Question: “How Am I Doing?”

What will you learn when you ask: “How am I doing?” Read more

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My Take: Ask Before You Act – Neal Merbaum

Neal Merbaum, Rocktree Financial Advisors, Boston Recently, I had a conversation with a few friends about the wisdom — or lack thereof — of using past performance as a guide when considering an investment. I didn’t handle it well. I talked about… Read more

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