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In: rules-based investing

12 FebPerformance Chasing


This is a post for any advisor that uses models or third-party management of any kind and is out there hunting…

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04 FebModel vs Custom Portfolio


Custom models, off the shelf models, and everything in between – that’s what we do day in and day out.  Fortunately,…

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30 MarPreparing for Success


I can’t take credit for the post/thoughts below.  The credit goes to our Ghost Writer.  I’m kidding – he’s actually the…

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