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BAM Intelligence

Cultivating an Abundance Mindset, Even in Difficult Times

The self-care practice of cultivating an abundance mindset can be particularly helpful in creating powerful, positive momentum toward a sense of better financial wellbeing, especially when coupled with a sound, comprehensive, long-term financial plan. Read more

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Minimize Regret Over Maximizing Returns

When reevaluating your tolerance for risk, now or in the future, it’s worthwhile to look through the lens of “regret minimization” as much as you’re looking through the lens of potential “return maximization.” Read more

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Charitable Giving Opportunities Under the 2020 CARES Act

Here are some examples of how changes under the new law may be applied in 2020. Read more

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Lean into Life After Work

Wealth Advisor Jeff Johnson explores some tools to help you develop or adapt intention, purpose, connection and – importantly – community for every day and week of your life in retirement. Read more

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Chess, Poker, Investing and Life

In chess, all the right moves ultimately are knowable. In poker (and investing and life), you can hold a great hand, make all the correct choices, and still lose. Wealth Advisor Doug Buchan looks at how this conundrum can affect the way we make financial decisions. Read more

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