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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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Allocating Your Most Valuable Asset — You

Tim Maurer takes a look at three ways to give your labor capital its due consideration throughout the financial planning process. Read more

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Why Busyness Isn’t Good Business

Tim Maurer asks 12 thought leaders for techniques to stop the cycle of “busyness.” Read more

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It’s a Good Time to Harvest Losses

Director of Investment Analysis Kevin Grogan on the right way to approach tax-loss harvesting. Read more

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A Good Financial Planner Is Like This Year’s Hot Pitching Prospect

Embrace originality. Tim Maurer on abandoning convention and pursuing nonconformity to write your own story. Read more

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