BAM Intelligence

Set Your Goals

Wealth Advisor Sue Stevens looks at some foundational planning questions to consider by decade. Read more

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The Historical Imperative for International Diversification

Larry Swedroe looks at how home-country bias and recency can imperil proper international diversification. Read more

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Why Dismissing Social Security in Your Retirement Plan Is a Mistake

Wealth Advisor, Jarrett Simpson looks at why retirement savers who are too cynical about or ignore Social Security are likely selling the program short. Read more

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Do You Really Want to Retire?

Sick of your job? Should you simply retire? Wealth Advisor Connie Brezik looks at some of the issues, financial and otherwise, with using retirement as a way to resolve workplace angst. Read more

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Preparing for Parenting: Staring Down the Financial Precipice

Expecting? Associate Wealth Advisor Kurt Wunderlich surveys some areas from across the financial spectrum that you may want to address before your family grows. Read more

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