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Flexible Plan: What Is Risk?

After almost 50 years of researching the financial markets, operating one of the early hedge funds, and then running a multibillion-dollar turnkey asset management program for more than 40 years, I’ve formulated some thoughts on risk that I’d like to share.

Direct Indexing 101: What Advisors Need to Know

If you're like many advisors, you're always looking for new ways to deliver greater value to your clients. Today’s investors want more than just a solid return. They want flexibility. They want tax efficiency.  They want transparency.  And more than anything, they want their portfolio to reflect what matters to them. That’s where AssetMark’s Direct Indexing (DI)  comes in—and it's quickly becoming a powerful  tool in an advisor’s toolkit.