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10 Biggest Ideas in “How NOT to Invest”

The Big Picture

The challenge in writing How NOT to Invest was organizing a large number of ideas, many of which were only loosely connected, into something coherent, understandable, and, most importantly, readable. That insight greatly simplified my task of making the book both fun to read and helpful for anyone interested in investing.

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Transcript: Charley Ellis on Rethinking Investing

The Big Picture

The transcript from this weeks, MiB: Charley Ellis on Rethinking Investing , is below. Charlie Ellis is just a legend in the world of investing. He was chairman of the Yale’s Endowment Investment Committee and his, not only did he write 21 books, his new book, rethinking Investing, is just a delightful snack.

Investing 157
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Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

It has become a challenge to keep up with new rollouts. “We

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A Beginner’s Guide to Market Investment Terms

Carson Wealth

Let’s be honest—investment terminology can sound like a foreign language. Here’s the good news: You don’t need an MBA to get smart about investing. Ready to make sense of confusing investment terms and use them to your advantage? Core Market Investment Terms Bull or bear market? Risk tolerance and asset allocation?

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5 Fundamentally strong stocks with strong orderbook of up to ₹1.21 Lakh Cr to keep an eye on

Trade Brains

Enviro Infra Engineers Limited With a market capitalization of Rs. crore, the shares of Enviro Infra Engineers Limited were currently trading at Rs. As of March 31, 2025, Enviro Infra Engineers Limited has a total project value of Rs. As of March 31, 2025, Enviro Infra Engineers Limited has a total project value of Rs.

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Bluespring Merges Two Texas-Based Firms to Create $1.4B RIA

Wealth Management

Alex Ortolani , Senior Reporter June 10, 2025 1 Min Read SilverStar President and Lead Principal Tim Hudson Bluespring Wealth Partners, the registered investment advisor acquisition arm of Kestra Holdings , has acquired a former Kestra Advisory Services firm in the Houston metro area to merge with its LifeBridge Financial Group and create a $1.4

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Top Strategies for Registered Investment Advisor Marketing

Midstream Marketing

Introduction In today’s changing finance world, registered investment advisors (RIAs) must comply with the provisions of the marketing rule, including entering into a written agreement, and must not include any untrue statement of a material fact to stand out from others. Clients looking for investment advice have many options.