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The Wealth Advisor

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The Wealth Advisor is today’s most relied-on source of news and education for planners and advisors. We scan the news so you don’t have to, sending you what you don’t want to miss…but don’t always have time to find yourself without poring through dozens of publications. The Wealth Advisor sends you a handy once-a-week list of the most important news, hand-picked by our staff for its importance to investment advisors and their practices.

Dynamic: Top 3 Reasons to Stay Diversified

(Kostya Etus, Dynamic Advisor Solutions) While we may be seeing an uptick in volatility recently, driven primarily by uncertainty surrounding economic growth, it’s important to remember that the market had a great first half this year, with the S&P 500 up close to 20% through the end of August. While market performance has largely been driven by Nvidia and the “Fabulous Three”—Amazon, Facebook/Meta, and Microsoft—we have also seen more broad-based positive performance from other areas of the market given continued favorable data releases.