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BAM Intelligence

From Divorce Issues to Shoe Spending, Financial Advisers are Hearing it All

From number crunchers to relationship builders, the role of wealth manager has transformed over the last 20 years. Read more

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Tax Tips for the Post-Cliff Era – Bill Morgan

Bill Morgan, Herbein Wealth Management, Wyomissing, PA We did go flying over the fiscal cliff, but last minute tax legislation provided a gentle parachute landing. So with American Taxpayer Relief Act of 2012 now in effect, what can investors do to… Read more

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