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Article

The Value of Commodities in a Classic Stock-and-Bond Portfolio

Rising inflation is costly for consumers and the economy since it raises the prices of goods and services, ultimately lowering the currency’s purchasing power.. 

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Article

The Importance of Adopting the Right Digital Framework for Financial Advisors

Technology has become integral in the modern registered investment advisor (RIA) industry. The industry is evolving with new competition and ever-growing challenges..

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Article

Direct Indexing vs ETFs

Exchange-traded funds (ETFs) have emerged as a preferred form of investment for many investors, given the benefits they offer over mutual funds. However, direct indexing has also emerged as a viable alternative to ETFs.

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“The sparrow is sorry for the peacock at the burden of its tail.” -Rabindranath Tagore
Article

Finance Is Not Normal!

A discussion of Normal distributions, their role in finance, and the consequences of faulty Gaussian assumptions for two fundamental models.

Finance Is Not Normal! Read More »

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