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Alpha Vee’s Case for Direct Indexing Done Right: Research, Transparency, and Real Tax Alpha
Alpha Vee CEO Leigh Eichel on why owning indexes, rather than licensing, is the foundation of direct indexing that delivers for advisors and clients.
AI As An Investment Theme Operates Under A Unique Level of Scrutiny
Artificial intelligence as an investment theme continues to operate under a uniquely intense level of scrutiny.
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Why David Bowie's Posthumous Estate Will Break the $2 Billion Cash Barrier Faster Than Michael Jackson’s
Always-evolving pop genius broke the bonds of management and achieved absolute financial independence.
Some Magical Aspects Of Life Insurance
Life insurance is one of the least understood financial products in the world.
Nevada Legislature Allows for Greater Flexibility with Irrevocable Trusts
SB484 was approved by Nevada Governor Brian Sandoval on June 10 and updates several of Nevada’s estate and trust laws. Particularly, SB484 allows Nevada irrevocable trusts greater fle
Good News for Advisors of IRA and Qualified Retirement Plans: Choate’s Bible Now Is Available in the Cloud
It has been estimated that there is over $28 billion in qualified retirement plans (QRPs) and Individual Retirement Accounts (IRAs) for Americans. These arrangements offer tremendous financia