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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.
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Natixis Investment Management: Does The 60/40 Portfolio Still Work?
Changes in market dynamics during the past decade called into question the effectiveness of a 60/40 portfolio. But look through the noise and this classic allocation is alive and well.
SAM's 2023 Estimated Taxes Saved or Deferred Report
Last year, the average client of SAM users saved or deferred taxes equal to 1.68% of the value of assets that were actively tax-managed.
Questions To Ask A Direct Index Provider
Charles Schwab ETFs and Beyond Study 2023, which revealed that over half of Boomer ETF investors have heard of direct indexing. But how does it work?
Citi Says Wall Street Is Wrong to Slash Fed Rate-Cut Bets
Economists at Citigroup Inc. are going out on a limb by wagering that virtually everyone on Wall Street is wrong about the Federal Reserve.