Engaging in a Client-Centered Discovery Process with Trey Nelson

September 13, 2021  // BAM Article

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Steve Atkinson talks with Trey Nelson of Collective Wealth Advisors about what stepping back to reflect on your practice can teach you and how to position it to better serve clients and grow.

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Integrate Your Personal Values and Financial Goals with ESG Investing

September 7, 2021  // BAM Article

The following is an adapted excerpt from the conclusion of the forthcoming book “Your Essential Guide to Sustainable Investing” by Sam Adams and Larry Swedroe. Sam and Larry summarize some of the topics they cover in the book and present some key takeaways. The financial services industry has responded to demands for sustainable investment strategies...
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Buckingham Talks: Do we work too much?

September 3, 2021  // BAM Article

Why do we work so much? Out of economic necessity? For a sense of fulfillment? To afford our growing financial wants and needs?

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Staying Accountable, Planning for Success, and Making It Resonate with Peter Succoso

August 30, 2021  // BAM Article

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Peter Succoso of Sherpa Financial discusses how thoughtful strategic planning has helped him build a successful practice and what others can do to plan their business with purpose.

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Does Planning End at Retirement?

August 26, 2021  // BAM Article

Imagine that, in the foreseeable future, you’ll have turned in all your company property, collected your final paycheck, and will be drinking a hurricane at half past noon while chair-dancing to “It’s Five O’Clock Somewhere.” You’ve planned on reaching that celebratory beach vacation over the many years of your career while also designing, building and...
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Financial Alignment for Yourself and Your Family

August 24, 2021  // BAM Article

In personal finance, it’s not what you make but what you keep that is important. In preparing the next generation to manage money, it’s not how much you know but what you model and share that matters most. Whether you have only lint in your pockets or are racing Jeff Bezos for wealthiest person on...
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Making Sense of Education Savings: What’s Right for You?

August 23, 2021  // BAM Article

Feeling overwhelmed by your college savings choices? It’s no wonder – there are myriad options, and which ones are a good fit will depend on your specific circumstances. Whether you’re saving for college, graduate school or some other educational credential, working alongside an advisor who understands the available savings vehicles and their rules can help...
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Gifting Money? Develop a Plan

August 18, 2021  // BAM Article

You’ve worked hard, you saved, you invested wisely, and you controlled spending. Your financial plan worked, and now you have money (or other assets) to share. But questions linger in your mind about whether you should do so and with whom. Many people do not give away money or assets during their lifetime, as life...
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SECURE Act 2.0 and Student Loans

August 16, 2021  // BAM Article

Once in a while, the release of a sequel to a beloved movie franchise or the reboot of a classic TV series will garner a surprisingly huge amount of attention and excitement. The much-anticipated sequel to the 2019 SECURE Act, fittingly dubbed the SECURE Act 2.0, debuted in Congress in May (only a year and a...
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Learning to Be Vulnerable and Living in the Unknown with Chris Gardner

August 16, 2021  // BAM Article

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Chris Gardner of FMF&E Wealth Management on sharing your personal story and deepening client relationships by allowing them to tell their own story.

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