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BAM Intelligence

Charitable Giving Opportunities Under the 2020 CARES Act

Here are some examples of how changes under the new law may be applied in 2020. Read more

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Maximizing Outcomes by Reducing Taxes Over Your Lifetime

There are really only four things you can do with your money: spend it, save it, donate it to charity, or give it to the government. Learn how to maximize those first three buckets and minimize the last one. Read more

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What Do You Do When Markets Are Down? Build Wealth!

Working your comprehensive, long-term financial plan means taking advantage of wealth-building opportunities that a down market can offer. Here are five planning items to consider now. Read more

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The Market Volatility Survival Tool: True Grit

A tool for surviving market volatility. Tim Maurer with a vital ingredient for investing success: Grit. Read more

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