Dot Your I’s and Cross Your T’s: Navigating the Complexities of Public Service Student Loan Forgiveness

October 3, 2019  // BAM Article

Federal student loan forgiveness in exchange for working in public service is an attractive benefit and can be well worth the effort. Wealth Advisor Becca Craig offers some insight on navigating the program's many complexities. Read more  Read More

The Foundational Aspects of Planning Your Legacy

September 30, 2019  // BAM Article

Wealth Advisor Elliot Dole explores how taking the emotional risk to begin discerning what you want to pass on, and why, is a fundamental part of creating a holistic, enduring legacy rooted in your values. Read more  Read More

What’s First with Your Next Dollar: Investing or Paying Off Debt

September 25, 2019  // BAM Article

Should you use available income to first pay down debt or instead invest it for the future? The answer may be part science and part art, but Wealth Advisor Kurt Wunderlich breaks down how both can inform your financial plan. Read more  Read More

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

September 16, 2019  // BAM Article

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  Read More

The Fear of Offending

September 3, 2019  // BAM Article

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  Read More

Getting Back to the Basics by Getting the Definitions Right

August 22, 2019  // BAM Article

The way that conventional wisdom treats stocks, bonds, and the risk they entail can be problematic. Wealth Advisor Doug Buchan explains why, in financial planning, sometimes the almost right word simply won't do. Read more  Read More

Should You Worry About an Inverted Yield Curve?

August 20, 2019  // BAM Article

Do you think Warren Buffett is spending time worrying about a yield curve inversion? Larry Swedroe explains why he suspects not, and offers some reasons that you shouldn't either. Read more  Read More

Money and Marriage: The Financial Plan for Marital Bliss

August 8, 2019  // BAM Article

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  Read More

A Second Quarter Review of 2019 ‘Sure Things’

July 30, 2019  // BAM Article

In his latest quarterly review, Larry Swedroe tallies up how 2019's "sure thing" market and financial forecasts have fared through the year's halfway point. Read more  Read More

How to Craft a More Fulfilling Vacation Using Insight from Business and Investing

July 26, 2019  // BAM Article

Been there, done that on vacation? Get out of the bubble, Tim Maurer writes, and organize a trip that expands your mental, physical and spiritual horizons through the pursuit of adventure and acts of service. Read more  Read More

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