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Open Circle Advisors

Taxes You Pay-Taxes You Could Have Paid

This sketch by Carl Richards, BAM Director of Investor Education, illustrates how a lack of planning can play a role in the amount of taxes paid. 

Carl Richards tax planning sketch Open Circle

 

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Recent Videos, Blogs, and Podcasts

Videos

  • Dec 26

    Simple Solutions Are Often the Most Effective

    Our Director of Investor Education (through the BAM ALLIANCE) Carl Richards discusses how...

  • Mar 14

    How to Avoid Being Unhappy in Retirement

    Tiya Lim, BAM's Director of Institutional Advisory Services, gives a personal example of why it...

  • Jan 03

    How do I become a more educated investor?

    Our Research Director, Larry Swedroe of BAM Advisor Services, explains how to become a more...

Podcasts

  • Feb 07

    Lessons from the Not-So-Lost Decade

    Our Research Director, Larry Swedroe of BAM Advisor Services, speaks with advisors in March 2010...

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