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Current Earnings Strength Being Driven By Capital Investment In Artificial Intelligence
It comes down to earnings durability and breadth.
Tax Alpha, Total Customization, and Five Minutes a Quarter: Alpha Vee Makes the Case for Direct Indexing
Every advisor has a version of the same pitch conversation.
Recent
Surprising Tax Changes From The IRS You Should Know
The IRS has been busy the last few months. Some of its work is of special interest to people in or near retirement.
America’s Broken Financial Advisor Promise - What’s Wrong with the CFP Board & Why You’d Better Check Twice Before Trusting a Certified Financial Planner
The advisory world was rocked by the WSJ report that thousands of CFPs promoted as clean by the CFP Board actually had public records of misconduct.
Barron Hilton Leaves 97% Of Massive Fortune To This Foundation
The remaining 3 percent of Hilton’s estate would still leave millions for his surviving family members, which includes eight children, to share.
Buffett Protege Quits To Start "Baby Berkshire"
“There are companies that I think there’s a lot of value in helping them get to the next level, but they’re too small for Berkshire," Cool says.