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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 Risk Warrior

Janet Levaux sits down with Larry Swedroe to get his latest thinking on asset allocation and portfolio diversification. 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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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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