BAM Intelligence

Preparing for Parenting: Staring Down the Financial Precipice

Expecting? Associate Wealth Advisor Kurt Wunderlich surveys some areas from across the financial spectrum that you may want to address before your family grows. Read more

Share Button

Your Home Is a Personal Asset

Wealth Advisor Connie Brezik looks at why it can be prudent to think about your home as a personal asset, not an investment. Read more

Share Button

Annual Portfolio Performance: A Valuable Metric?

Wealth Advisor Doug Buchan breaks down why setting an annual performance goal for your portfolio is not only useless, but it can be dangerous. Read more

Share Button

Important To-Do’s Before Sending Your Child Off to College

Wealth Advisor Ken Rosenbaum looks at some essential financial tasks and other important to-do’s you may have overlooked as the first day of a new academic year approaches. Read more

Share Button

The Trouble with Convenience

Associate Wealth Advisor Kurt Wunderlich looks at strategies for leveraging convenience in a way that enhances, not diminishes, your financial life. Read more

Share Button

Industry Events

No events scheduled at this time.