BEYOND THE SPREADSHEET
Featuring Carl Richards
As advisors who follow an evidence-based investing philosophy, we believe that the relationship advisors have with their clients’ needs to be about so much more than the numbers. As Carl Richards, director of investor education for the BAM ALLIANCE, says in this foundational film, "We see past the spreadsheet to understand your most important dreams and goals."
WEALTH WITH WISDOM
Featuring Jim Whiddon
The markets go up. The markets go down. And then they go up, down, up, down, up, down ...
But as proponents of evidence-based investing will tell you, your focus should not be on those fluctuations but on what keeps you steady in your life, the things that matter the most to you. In this BAM ALLIANCE foundational film, Jim Whiddon says, "I get to know my clients not only as friends but I really get to know the places they've lived, their hobbies, what they love, what they care about, what they want in life, what they need out of life."
THE SCIENCE OF INVESTING
Featuring Larry Swedroe
Director of Research Larry Swedroe explains how we base everything we do and what we recommend on the latest academic research, not our opinion. "Investing, in order to be successful, not only requires a deep knowledge of the theory of finance, an understanding of markets, but you also need a deep history to understand how markets work and what products mix well together to build a portfolio."
A STATE OF HEART
Featuring Tim Maurer
The word fiduciary has been in the news a lot of late, from Wall Street to Washington, but it's a word that has always been part of our daily dialogue. Advisors who act as fiduciaries, as we do, are legally required to put the interest of their clients before everything else. As Tim Maurer says in this BAM ALLIANCE foundational film, "Fiduciary -- to me, to us -- is really about a state of heart, a state of mind. It's the way we operate. It's who we are. It's the only way we know how to do things."
FINANCIAL CALM AND CONFIDENCE
Featuring Manisha Thako
Listening to clients, getting to know them, and helping them accomplish their dreams so they can enjoy life. That's what true wealth management is all about. Manisha Thakor, director of wealth strategies for women for the BAM ALLIANCE, talks about the importance of building relationships in financial planning.