BAM Intelligence

Are You a Hole-in-One Investor or a Scratch Investor?

Any duffer on the course can hit a hole-in-one with enough swings and enough luck. But, writes Wealth Advisor Doug Buchan, being a scratch golfer – just like being scratch investor – requires patience in the winning strategy and the discipline to play your game. Read more

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The Fear of Offending

Wealth Advisor Connie Brezik offers some tools for finding your voice and overcoming the fear of offending a loved one when aging or diminished capacity make a difficult financial conversation necessary. Read more

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Money and Marriage: The Financial Plan for Marital Bliss

Marriage means saying “I do” to a shared financial life. To help you and your future spouse get on the same page about where you stand, Associate Wealth Advisor Kurt Wunderlich lays out what to cover in a frank and open conversation regarding money. Read more

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Set Your Goals

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