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BAM Intelligence

Kitces and Levine Named Industry Leaders

Buckingham Wealth Partners Head of Planning Research Michael Kitces, and Director of Advanced Planning Jeffrey Levine were both named two of the 25 top industry leaders on the IA25 as decided by readers of Investment Advisor. Buckingham is one of… Read more

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6 Steps to Help Protect a Loved One from Financial Elder Abuse

To help protect an aging loved in your life, consider starting on the following six steps. 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 State of the Economy and Coronavirus

The financial markets have been volatile since mid-February due to the ongoing Covid-19 pandemic. We took a look at the state of the U.S economy and some of the potential economic impacts. Read more

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