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Oct 07 | 2024
Take Back Your Time, Grow Your Practice with Advisor Technology Tools and Support
To confidently transition as an independent advisor, create a support system with integrated support and robust client support that aligns with your ultimate goals. Breaking free of the constraints in a captive environment facilitates an opportunity for […]
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Oct 04 | 2024
Fed Cuts Fifty: The Easing Cycle Has Commenced
As we enter a new Federal Reserve rate cut cycle, historical trends reveal that fixed income tends to perform well over the duration of the rate cycle, with the exception of short-term securities and cash. The timing of fixed income investing in a rate cycle is less important than the allocation itself […]
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Sep 20 | 2024
Don’t Fight the Fed!
Now that the Fed has lowered rates, positive market conditions may follow, based on past rate lowering cycles. In these cycles, investors and their advisors are likely to benefit through good conditions for stocks, bonds and diversified portfolios […]
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Sep 13 | 2024
Benefits of Alternative Investing for Portfolio Diversification
In a universe where asset classes that were once uncorrelated are now showing great correlation, investors and their advisors can leverage alternatives to potentially achieve diversification objectives. Alternatives come in many sizes and flavors […]
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Sep 07 | 2024
Top 3 Reasons to Stay Diversified
Hovering over the market’s outperformance year to date is economic uncertainty. Employment growth is falling, which leaves many investors and their advisors fearful of a hard rather than a soft economic landing. In this week’s Dynamic Market Update, you’ll gain insight into why a soft landing is likely and steps you can take to protect your portfolio from downside risk […]
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Aug 30 | 2024
Avoiding Irrational Investing to Keep Your Goals On Track
Although Modern Portfolio Theory posits that investors are inherently rational, the discipline of behavioral finance tells a different story of investor irrationality. This behavior has the potential to cost investors’ returns and may wreak havoc on their goals […]
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