Genes, Experience Affect Choices

Are you a value investor or a growth investor? Could your preference be influenced by a biological predisposition partially ingrained from birth? Is it possible that your choice of investment could be explained by your personal experiences, both early on and later in life? > SEE MORE

The BAM Alliance

Posted by:

The BAM Alliance

For True Freedom, Learn to Deal With Uncertainty

Almost 10 years ago, I knew a guy on a financial rocket ship. He had a great house, a successful business and a solid income.

But then things changed. With the benefit of hindsight, it was clear he bought a little too much house and spent a little too much money. At the beginning, he was rewarded for buying the house. Its value went up a lot in a short time. For context, imagine Florida, Arizona or Las Vegas in 2006-7. Houses were selling even before hitting the official market and for way more than the asking price. > SEE MORE

The BAM Alliance

Posted by:

The BAM Alliance

The 10 Most Important Things to Help Ensure Your Family’s Wealth and Well-Being

Several lifetimes ago, when I was a newly minted wealth advisor, I would often begin planning conversations by listing all the many ways that comprehensive money management could help families find personal excellence in their busy lives. Fortunately for all concerned, I soon realized that, in my enthusiasm to impart everything there was to know, I was sharing too much information in too short a time for it to have lasting value. > SEE MORE

The BAM Alliance

Posted by:

The BAM Alliance

The Top 5 Most Ridiculous Reasons Not To Buy Life Insurance (With Anthony Anderson)

Anthony Anderson is a funny dude. The Emmy-nominated actor has been making people laugh on television and in film for 20 years. But now he’s bringing his sense of humor to a surprisingly unfunny topic—the need for life insurance.

The big question I had for him was: Why? Why, with your career exploding and recent Emmy nomination (for lead actor in the show Black-ish), are you investing time and effort to be the spokesperson for Life Insurance Awareness Month? > SEE MORE

The BAM Alliance

Posted by:

The BAM Alliance

The Secret to Investing in Volatile Times

The financial media loves volatile markets. When the market drops, investors understandably become anxious. They have questions like: What is causing the decline? How low will the market fall? Should I sit on the sidelines until things “settle down”? Are there “defensive stocks” I should buy that will protect me during this period of uncertainty? > SEE MORE

The BAM Alliance

Posted by:

The BAM Alliance