April 2024 Investment Commentary It is understandable that U.S. investors want to maintain a home...
As a financial advisor, it's likely that your client base includes business owners who also serve...
Traditionally, financial advisors primarily charged clients based on a simple percentage of assets...
The choice of custodians plays a crucial role in delivering optimal service to clients and limiting...
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After a historic run up in both equities and fixed income in 2023, what actions are you taking to...
Reflect on this for a minute: WHY YOU BECAME A FINANCIAL ADVISOR
By Benjamin M. Lavine, CFA, CAIA, RICP Chief Investment Strategist, Freedom Advisors & Chief...
One of the most powerful dynamics that investors have benefited from as the independent advisor...
A great deal is being written today about the consumer demand for a more personalized wealth...
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