BAM Intelligence

Shorting’s Impact on Tax-Efficiency

Larry Swedroe unpacks the research and explores the benefits of tax-aware, long/short funds. Read more

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Taxes Are Everywhere, But So Are Planning Opportunities

Wealth Advisor Bill Morgan shares some ways to implement efficient tax strategies as you work your way toward your financial goals. Read more

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How to Manage Your Money in 2018

Tim Maurer visits with the TODAY show to discuss managing debt, saving for the future and investing long-term.

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The Proposed Tax Plan and Your Money

Tim Maurer looks at how the GOP’s new tax plan could affect you and your money. Read more

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Tax-Loss Harvesting in Inclement Markets

Make the most of the market’s inevitable, periodic dips through tax-loss harvesting. Read more

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