Inside Information

AUGUST 29, 2021

Having Roper as part of Gensler’s team is a really good sign for consumers and their only real advocates in the financial services profession: fiduciary advisors. For instance, could the SEC decide that wirehouse brokers who give investment advice (which is all of them) must register as investment advisors, as the 1940 Act clearly intended?

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James Hendries

JUNE 20, 2023

Despite raising rates by 5% over the past 15 months, the majority of the Committee, not just the median policymaker, sees at least two more 0.25% rate hikes this year, which would take the fed funds rate to 5.625%—the highest level since 2001. Insurance products are offered through LPL or its licensed affiliates.

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James Hendries

NOVEMBER 1, 2022

The steady climb in mortgage rates to over 7% for the first time since 2001 has stopped the parabolic rise in housing prices. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC). of the total CPI.

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WiserAdvisor

MAY 31, 2022

million consumers filed a fraud report, the highest number since 2001. The objective is to thoroughly understand the background of the broker or investment advisor from whom you intend to buy a product or engage in a business. According to the Federal Trade Commission (FTC), in 2021, American consumers lost over $5.8

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ClearMoney

DECEMBER 5, 2021

From 2001), MSCI Chile Index (gross div.), UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. CANADA: These materials have been prepared by Dimensional Fund Advisors Canada ULC. (from 1989), MSCI Austria Index (net div.),

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ClearMoney

DECEMBER 5, 2021

From 2001), MSCI Chile Index (gross div.), UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. CANADA: These materials have been prepared by Dimensional Fund Advisors Canada ULC. (from 1989), MSCI Austria Index (net div.),

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Dear Mr. Market

OCTOBER 11, 2022

The Permanent Portfolio is a seemingly basic portfolio allocation strategy created by investment advisor Harry Browne in the 1980’s and outlined in his book Fail-Safe Investing back in 2001. If you didn’t hit the embedded article links above, the Permanent Portfolio is pretty simple at face value.

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ClearMoney

FEBRUARY 21, 2022

In 2001, the New York Stock Exchange closed until September 17 after the September 11 attacks on the World Trade Center. Investing in emerging markets may accentuate these risks. Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. UNITED STATES.

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Trade Brains

JULY 10, 2025

US jobless claims at 227,000 in July 5 week vs est of 235K US continuing claims at 1.965 Mn in June 28 week vs est of 1.965 Mn Stocks to watch Glenmark Pharma : Its arm IGI Therapeutics SA signed an exclusive global licensing deal with AbbVie for cancer and autoimmune drug ISB 2001, currently in Phase I trials.

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The Big Picture

DECEMBER 2, 2024

I came back to Columbia in 2001. And then I did well there and got promoted early there and then decided to come back to New York where I, I grew up in the New York area and that brought me to Columbia. My first day of teaching at Columbia University was actually nine 11. So that was an, that was an interesting introduction.

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