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RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth

Wealth Management

RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth Jalina Kerr of Charles Schwab shares how the most adaptive firms are expanding beyond portfolio management, into areas like estate and tax planning.

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Anchoring Expectations

Brown Advisory

In advising clients over the years, we have seen the value of helping families buy into the longterm orientation essential to successful investing and portfolio management through all market conditions. Therefore, it is essential that we structure client portfolios to be tax efficient. We cannot control the first two forces.

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Seven ways to talk your financial execs out of jargon and bad writing

Investment Writing

” Though a securities analyst and a portfolio manager might want to dig into the annual report for more details, these sentences give them a quick idea of what to seek. However, a similar document, called a “summary prospectus,” was adopted in November 2008 with the mutual fund industry’s support.

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Market Commentary: Carson Investment Research Looks at the Year Ahead

Carson Wealth

A balanced portfolio, proxied above by our moderate benchmark, will almost never be the best performing asset class, but it surely won’t be the worst performing either. In fact, the balanced portfolio above was only in the top three on one occasion, and that was 2008.

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Municipal SMAs: Behind the Velvet Rope of Regulation

Brown Advisory

The latest overhaul of the Rule came via the Dodd- Frank legislation that followed the 2008–09 financial crisis. This limits the available investment universe and helps solidify the value of professional management. This is why we believe that competent research and portfolio management are so important today.

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Municipal SMAs: Behind the Velvet Rope of Regulation

Brown Advisory

The latest overhaul of the Rule came via the Dodd- Frank legislation that followed the 2008–09 financial crisis. This limits the available investment universe and helps solidify the value of professional management. This is why we believe that competent research and portfolio management are so important today.

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Transcript: Luis Berruga, Global X ETFs

The Big Picture

Think about the two founders of Global X, Bruno and Jose, they set up Global X in 2008. But when you factor in, you know, legal costs, compliance, portfolio management, trading, there is a lot that goes into launching an ETF. BERRUGA: Exactly. RITHOLTZ: Oh, my goodness. BERRUGA: Yeah. It was a big drop. BERRUGA: Yeah.

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