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How to Evaluate a Direct Indexing Provider: 5 Questions Every Advisor Should Ask
Direct indexing has been heralded as the next evolution in personalized investing. It offers the potential for flexibility, tax efficiency, and the ability to tailor portfolios to each client’s unique situation.
Hedge Funds Short Healthcare Providers As Subsidies Debate Intensifies
Hedge funds last week sold more U.S. healthcare stocks than they bought for the first time in 14 weeks according to Goldman Sachs.
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Is Hell Coming To The Stock Market Again? Bill Ackman Might Be Right
In February, Ackman bet that Covid would crash the stock market and loaded up on credit default swaps. Last week, he said he's pulling the same trade.
Elon Musk Passes Mark Zuckerberg To Become The World’s Fourth Richest Person
Tesla’s billionaire cofounder and CEO, Elon Musk, overtook Facebook CEO Mark Zuckerberg to become the world’s fourth-richest person.
5 Key Factors to Consider About In-Plan Lifetime Income Solutions
When the SECURE Act was signed into law in2019, it seemed that plan sponsors would be focused on lifetime income solutions in 2020. Then COVID struck.
Features of a Fixed Income Annuity: Surrender Charges
Fixed index annuities can be complex financial products, and