At our annual BAM ALLIANCE conference this past October, we were fortunate to meet one of our favorite authors, Michael Lewis. His real passion, as depicted in most of his writing, is shining a light on someone who makes a brave decision. He is also one of the best authors at telling our story—as he did in his 2007 piece, The Evolution of An Investor.

Prospective clients often ask, “What should I be looking for in an advisor?” Click here to see our response…

We want to make sure you catch some of our shorter bits throughout the month on social media. To that end, here’s the sampling from the past few months. Highlights include the BAM ALLIANCE conference and an opportunity to meet the author Michael Lewis.