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Portfolio Construction Insights
Technology Enables Municipal Investing at the Speed of Alpha
This piece is approved to use with clients.
Today's complex, fragmented and fast-moving muni market is rapidly outpacing the capability and capacity of traditional portfolio-construction methods.
Goals/Needs-Based Investing
The BIG list of great money advice
This piece is approved to use with clients.
Dr. Daniel Crosby, Chief Behavioral Officer of Brinker Capital put together this client approved list of money advice.