BAM Intelligence

A Guide to Starting Family Financial Conversations

The decisions we make surrounding family wealth and lifestyle planning can oftentimes be uncomfortable. Wealth advisor Jeff Johnson breaks down where and how you might want to start your family’s next important conversation about money. Read more

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Making Harmony with Money

Wealth advisor Tad Gray shares an open letter to his children about the most important money lessons for those just starting out in their professional careers. Read more

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Five Ways to Become More Financially Engaged

Becoming more engaged with your finances can be a dauting task — the decisions you make are important and the amount of information can be overwhelming. In this video, however, Katie Keary shares five ways you can become more involved with your money. The best news is you can start at your own pace, and you don’t have to go it alone. Read more

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Portfolio Pain and the Difficulties of Discipline

In his follow-up look at why it’s often so hard to be a disciplined investor, Larry Swedroe explains the correct way to think about the value factor’s lengthy underperformance, as well as its prospects going forward. Read more

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The Unique Retirement Issues Facing Women

Larry Swedroe and Wealth Advisor Katie Keary explore the impact of 12 specific challenges that women face, and offer financially empowering solutions to them. Read more

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