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The State of Journalism Serving the Advisory Profession ; The Power of Tax-Loss Harvesting ; Why Invest in Small Caps Now ; A Unique Platform for Alternatives ; How RIAs Should Prepare for New Cybersecurity Regulations ; The Hidden Opportunity in “Secondaries” ; How to Give Retirees the Freedom to Spend ; How to Know if it’s Time for a New Custodian ; The Big Risk in Holding Cash ; How to Go From Good to Great
Helping advisors enable clients to achieve their financial goals
Advisor Perspectives, 렉싱턴 (매사추세츠 주). 좋아하는 사람 1,381명 · 이야기하고 있는 사람들 5명. Actionable Advice for Financial Advisors: Newsletters & Commentaries Focused on...
Margin debt is the amount of money an investor borrows from their broker via a margin account. Trading with a margin debt can magnify gains because an investor can benefit from the upside of any stock without having to invest 100%, resulting in greater profit. On the flip side, trading with margin debt can also exacerbate losses because if a stock's value were to depreciate, the investor may face a margin call and would need to come up with additional cash to reach the minimum requirement. ...
Trending Topics ; The Next Generation of Free Cash Flow Investing ; Advanced Real Estate Tax Strategies ; Beyond the Fed: Uncovering Value in Today's Fixed Income Markets ; An Active Approach to Munis
without betraying my firm and aligning fully with clients? Moving from Successful Advisor to Successful Leader by Beverly Flaxington, 10/25/23 Here are my seven keys to emerging as a leader.
Trending Topics ; Advanced Real Estate Tax Strategies ; Beyond the Fed: Uncovering Value in Today's Fixed Income Markets ; An Active Approach to Munis ; Hedged Equity: For the Best of Times, for the Worst of Times
Advisor Perspectives is now VettaFi! VettaFi, a data, analytics, and thought leadership company, is transforming financial services from an industry to a community—one relationship at a time. Engag...
Use This Icon, To Do This ; Run Perspective, Run a perspective and open results of the latest perspective execution. ; Show My Result and Workflow, Open the Result window and Analysis Workflow pane to view the results of the latest project and run a new perspective. ; Perspective Selector, Open the Perspective Selector window to switch between the available perspectives and view their short descriptions.