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BAM Intelligence

Helping You Align Your Values and Goals

Wealth Advisor Katie Keary explores these questions through a short exercise designed to help harmonize your deepest values and goals, financial or otherwise. Read more

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You Have $10 Million and 10 Years to Live. What Would You Do?

Make your money serve your life, not the reverse. Manisha Thakor on why that means knowing what we truly want. Read more

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How to Make the Most of Working with a Financial Advisor

Are you getting the most out of your relationship with your advisor? Read more

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Three Ways to Write Your Own Story, Like Baseball’s Daniel Norris

Know your values. Have the courage to live by them. Excel. Tim Maurer with a method for discerning your most important financial goals and some thoughts on what Blue Jays pitcher Daniel Norris can teach us about writing our own story. Read more

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