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BAM Intelligence

New Rule: All Purchases Subject to a 7-Day Mental Quarantine

Cutting the clutter. Carl Richards on his new rule to subject all purchases to a 7-day mental “quarantine. Read more

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Choose Experiences Over Stuff, and Maybe Over Security Too

More people are choosing experience over stuff, and maybe over security too. Carl Richards asks, “What if?” 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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The Solution to Maintaining a Budget Is Awareness

Lose the same old spending tricks. Carl Richards on why the solution to maintaining a budget is awareness. Read more

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When Feelings of Comfort Trump Spreadsheet Math

Opinions about money don’t always fit neatly into the truth. Carl Richards on when “feelings” trump “math.” Read more

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