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19 FebThe Future is in the Long Tail


If any of this triggers thoughts/questions, please reach out.  Fun to think on and through the future of financial services.  There’s about…

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14 FebRobbery in the Bond Market


Venk Reddy has an article on Advisor Perspectives, Robbing 2020 to Pay 2019: A Reality Check for Fixed Income, and it…

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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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