Beyond the Spreadsheet
This video features Carl Richards, director of investor education for the BAM ALLIANCE.
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The Guide to Happy Giving
Giving Tuesday might officially be behind us, but let’s face it—we’re just getting started. The giving season is underway, with the holidays and year-end bearing down on us. So how can we transform one of the more stressful, and sometimes guilt-ridden, elements of the season into something more life-giving? Whether you’re giving to a family member,...
Wealth With Wisdom
This video features Jim Whiddon, director of investment enrichment for the BAM ALLIANCE.
A State of Heart
This video features Tim Maurer, director of personal finance for the BAM ALLIANCE.
The Most Important Symbol for Investors Is ‘DOL’
Many investors are glued the financial news, tracking the latest reports about interest rates, earnings reports and stock movements. They believe this kind of intense focus will help them maximize returns. They couldn’t be more wrong. Instead of spending time looking up a stock symbol to find out its latest price, investors would be better...
Jim Whiddon on UnRetirement
“What fuels widespread fears at this moment isn’t aging. It’s retirement….Never before have so many people had so much experience and the time and the capacity to do something significant with it.” So states Chris Farrell in his thought-provoking new book, Unretirement. He goes on, writing that “the last third of life is being both...
Find the Real Investment ‘Pro’ in Your Mirror
In most areas of human endeavor, we use the term “professional” to refer to someone whose educational background and skill level give him or her a level of expertise worthy of admiration or deference. It doesn’t work that way with investing. The term “investment pro” is tossed around with abandon. It refers to anyone who...
Viewing Others Through a Prism of Money
Last year, a guy made headlines because he was caught using a lowly flip phone. In a world of gold iPhones and palm-size phablets, it does seem a little odd that someone would still use such a low-tech device. But it was the identity of the person using the phone that got everyone’s attention: Jerry...
