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The BAM ALLIANCE

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Nothing good comes from financial conversations that occur when we are in a bad place mentally. Carl Richards on the right time and way to have a meaningful discussion about money. Hint: it's not when you're in the emotional basement.
Nothing good comes from financial conversations that occur when we are in a bad place mentally. Carl Richards on the right time and way to have a meaningful discussion about money.
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The BAM ALLIANCE

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The Federal Reserve has signaled that interest rates will eventually rise, but why waste time guessing when and by how much? Manisha Thakor on how to understand the yield curve and its relationship to your bond portfolio.  
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The BAM ALLIANCE

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BAM ALLIANCE member Brian Zdrowak on the steps he took to help protect his family's financial information, and their sense of security, after his daughter became a victim of credit card fraud.
Protect your family against identity theft. BAM ALLIANCE member Brian Zdrowak on the steps his family took to guard their financial security:
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The BAM ALLIANCE

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Before your child departs for college, it's crucial to set financial expectations, talk about financial responsibilities and plan for life beyond high school. BAM ALLIANCE member Kathy Longo on the key topics to cover.
Crucial financial conversations to have before your child heads to college. BAM ALLIANCE member Kathy Longo on key topics to cover:
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The BAM ALLIANCE

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Financial author Larry Swedroe is known for his love of books, but he’s equally fierce about cinema. In this Q&A, Larry shares his picks for the past century's greatest films and explains why he’s seen “West Side Story” more than 30 times.
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The BAM ALLIANCE

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An app that hopes to change the way the next generation banks? Tim Maurer unpacks Level Money, a new budgeting tool, that wants to bridge the gap between the way banks communicate and the way humans understand their money. 
An app that hopes to change the way the next generation banks? Tim Maurer unpacks this budgeting tool.
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The BAM ALLIANCE

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Subtle differences, even between similar passive funds, can mean a noteworthy divergence in returns. Jared Kizer explains how through his in-depth look at small value funds from Vanguard and DFA.
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The BAM ALLIANCE

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BAM ALLIANCE member Stuart Vick Smith on making financial fitness and marital bliss go hand in hand. Her top tips? Get on the same page financially, decide who does what and set a spending plan.
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The BAM ALLIANCE

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Resist the urge to compare your financial well-being against the consumption of others, because you simply don't know the whole story. Carl Richards on a surefire way to avoid the judgment trap: Just mind your own business.
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The BAM ALLIANCE

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The IRS has some pretty strict, and complicated, rules about how and when certain withdrawals must be taken from tax-deferred retirement accounts. Manisha Thakor explains the ins and outs behind Required Minimum Distributions (RMDs). 
What the heck is a required minimum distribution? Manisha Thakor explains IRS rules on retirement planning On CNBC:
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The BAM ALLIANCE

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Women's financial literacy advocate Manisha Thakor has been named one of Forbes' "New Money Masters." Her top piece of pay-it-forward wisdom for investors? Be patient. Nervous energy is a great destroyer of wealth.
Nervous energy is a great destroyer of wealth. Women's financial literacy advocate Manisha Thakor honored in Forbes:
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The BAM ALLIANCE

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Those pesky ol' emotions can get awfully expensive, especially when it comes to our financial decisions. Carl Richards with guidance from his book, "The One-Page Financial Plan," on ways to avoid holding an investment longer than we should.
Liking an investment may not be enough to justify owning it. Carl Richards in Yahoo Finance on letting go:
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People
Have them in circles
34 people
Asa Lakeman's profile photo
Darren Higgs's profile photo
Bland Garvey, P.C. Accountants and Consultants's profile photo
BuckinghamAdvisor's profile photo
Paul Curley's profile photo
Ivan AuBuchon's profile photo
William Hullinger's profile photo
Nicole Hudson's profile photo
Ivan AuBuchon's profile photo
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Delivering on the promise of true wealth management
Introduction
The BAM ALLIANCE is an organization of more than 140 independent wealth management firms located throughout the United States. Member firms of the BAM ALLIANCE currently serve more than 32,000 clients and their families, representing more than $17 billion in collective assets under management (as of Dec. 31, 2014).