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Alternative Investments
What is a Hedged Equity?
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Simple, straight-forward explanation of a fast-growing sub-category of investment strategies.
Advisor Value & Fees
The Big Reveal Podcast Series: Season 1
Suzanne Siracuse asks the questions nobody else asks, as expert guest and expert interviewer collide in her new and truly unique podcast series The Big Reveal.
Alternative Investments
What is a Put Option?
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Simple, Straight Talk on Put Options.
Retirement
A New Way to Calculate Retirement Health Care Costs
We believe viewing retirement health care costs as an annual expense, instead of as a lump sum, makes it easier for retirees to plan for and pay for them.
Alternative Investments
All Options on the Table: Holistic Investment Strategies for a Volatile, Low-Yield World
In the 10-part module-based video education series, All Options on the Table: Holistic Investment Strategies for a Volatile, Low-Yield World, gain practical insights on the due diligence and portfolio implementation of options and option-based strategies. The modules allow professionals to dive into the subject matter they desire at their own pace. Member and non-member registration for the first-of-its-kind course can be found here.
Active/Passive Management
Federated Hermes tilts toward value
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Stock-bond model keeps 2% equity overweight but shifts from growth bias.
Advisor Value & Fees
4 Ways to Enhance Your Practice with Behavioral Finance
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Most of the content published on this topic explains what behavioral finance is, its significance, and the definitions of various biases that plague investors. Here are four actionable steps advisors can take right now to implement behavioral finance concepts.
Active/Passive Management
Turbulent times call for a little ballast
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And investors may find some by including a balanced approach in their portfolios.
Active/Passive Management
Finishing the task with all our players
In the search for alpha, yield-curve positioning, currency and security selection take center stage.
Retirement
Helping Millennial Women Close the Retirement Savings Gap
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Recent data show that the retirement savings of millennial and baby boomer women continue to lag behind their male peers.