February 25, 2022 | Advisor Perspectives
Direct indexing portfolios are broadly diversified portfolios of individual stocks that are personalized to meet the needs, values, and preferences of an investor.
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Monthly Archives: February 2022
Helping Clients Understand Inflation
February 3, 2022 | Advisor Perspectives
Experts disagree about whether the current rise in inflation is temporary or will be with us for an extended period. Either way, your clients have questions that need answers.
Ignore the Gurus and Educate Your Clients
February 1, 2022 | Advisor Perspectives
It’s guru season again. Every year we drown in predictions from the so-called gurus about how the markets and the economy will perform in the coming year.