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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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The Mathematics of Asset Location

Kevin Grogan walks through a Roth-versus-taxable-account asset location decision using after-tax asset location. Read more

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A High-Level View of the Asset Location Decision

Asset allocation and asset location are both important decisions when building an investment portfolio. Kevin Grogan, director of investment strategy, focuses on the asset location decision and how it can affect your after-tax returns. Read more

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Investing in Consumer Loans Comes More into Focus

Investing in consumer debt comes more into focus. Larry Swedroe explores research on the credit risk premium and online peer-to-peer lending. Read more

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