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BAM Intelligence

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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Does Your Financial Plan Need Attention? Try This

If your goal is progress toward your financial goals for 2020 and beyond, February is a perfect time to address talk with your wealth advisor. Read more

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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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