ClearMoney

DECEMBER 16, 2021

The information in this document is provided in good faith without any warranty and is intended for the recipient’s background information only. It is the responsibility of any persons wishing to make a purchase to inform themselves of and observe all applicable laws and regulations. DISCLOSURES. Dimensional Japan Ltd.,

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WiserAdvisor

MAY 31, 2022

In these frauds, the criminals pretended to be someone else to extract important financial information or indirectly steal money. Apart from these, investment frauds are also quite common. The EDGAR database has detailed corporate information, allowing you to check the financial data of a public company. on social media.

Investing 52

Investing Investments License Accounting 52

James Hendries

OCTOBER 4, 2022

Market volatility and negative sentiment can make it harder to make investing decisions, but we believe the surest path forward remains sound financial advice from experienced and dedicated professionals. This material is for general information only and is not intended to provide specific advice or recommendations for any individual.

Clients 52

Clients Investment Advisor Economy License 52

James Hendries

SEPTEMBER 8, 2022

This material is for general information only and is not intended to provide specific advice or recommendations for any individual. All information is believed to be from reliable sources; however, LPL Financial makes no representation as to its completeness or accuracy. Please contact your financial professional with questions.

Clients 52

Clients Investment Advisor License Economics 52

James Hendries

JULY 13, 2022

Please contact your financial advisor with questions. This material is for general information only and is not intended to provide specific advice or recommendations for any individual. All information is believed to be from reliable sources; however, LPL Financial makes no representation as to its completeness or accuracy.

Clients 52

Clients Investment Advisor Economy License 52

James Hendries

NOVEMBER 3, 2022

Please contact your financial advisor with questions. This material is for general information only and is not intended to provide specific advice or recommendations for any individual. All information is believed to be from reliable sources; however, LPL Financial makes no representation as to its completeness or accuracy.

Clients 52

Clients Asset Allocation Investment Advisor Economics 52

James Hendries

AUGUST 15, 2022

This material is for general information only and is not intended to provide specific advice or recommendations for any individual. All information is believed to be from reliable sources; however, LPL Financial makes no representation as to its completeness or accuracy. Please contact your financial professional with questions.

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Ballast Advisors

MARCH 17, 2023

The Nebraska Supreme Court based its decision on several key factors, including: The owners’ continued ties to Nebraska; • Voting records; • Driver licenses; and • Maintaining business interests in the state. This material is for informational purposes only and should not be construed as tax advice. BAL-23-14

Taxes 40

Taxes License Distribution Investment Advisor 40

Inside Information

MARCH 29, 2023

I wrote the very first tech survey when Barry Vinocur, then editor of Investment Advisor magazine, discovered that I was keeping a running spreadsheet of the various tech solutions in the 1990s—because so many people were asking me about this or that program.

Medicine 40

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ClearMoney

MARCH 1, 2022

An investor who believes stock prices reflect available information about companies likely would not see the appeal of an allocation to trendy stocks based on a belief in their growth potential. It is the responsibility of any persons wishing to make a purchase to inform themselves of and observe all applicable laws and regulations.

Commission 52

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Ballast Advisors

JUNE 30, 2023

1 A known flaw of generative AI systems is that they sometimes “hallucinate,” or make up facts, when they can’t find enough relevant data to inform a reasonable response. This material is for informational purposes only and should not be considered investment advice.

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ClearMoney

DECEMBER 5, 2021

There is no assurance that any investment strategy will be successful. The information in this document is provided in good faith without any warranty and is intended for the recipient’s background information only. Dimensional accepts no responsibility for loss arising from the use of the information contained herein.

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ClearMoney

DECEMBER 13, 2021

When they go up or down, I see them simply responding to new information. DISCLOSURES The information in this document is provided in good faith without any warranty and is intended for the recipient’s background information only. After these last two years, this lesson should be obvious to all of us. Dimensional Japan Ltd.,

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Trade Brains

DECEMBER 20, 2022

The company requires statutory and regulatory permits, licenses, and approvals for its operations from time to time. Radiant Cash Management IPO Review- Key IPO Information. Book Running Lead Managers: IIFL Securities Limited, Motilal Oswal Investment Advisors Limited, and YES Securities (India) Limited. Promoters: Col.

Management 52

Management Retail Banking Clients 52

James Hendries

JULY 26, 2022

This material is for general information only and is not intended to provide specific advice or recommendations for any individual. All information is believed to be from reliable sources; however, LPL Financial makes no representation as to its completeness or accuracy. Click here to download a PDF of this report.

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ClearMoney

NOVEMBER 4, 2021

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions. A Matter of Time.

Asset Allocation 52

Asset Allocation Commission Portfolio Distribution 52

ClearMoney

FEBRUARY 22, 2022

DISCLOSURES The information in this document is provided in good faith without any warranty and is intended for the recipient’s background information only. It is the responsibility of any persons wishing to make a purchase to inform themselves of and observe all applicable laws and regulations. Dimensional Japan Ltd.,

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Asset Allocation Commission Portfolio Assets 52

ClearMoney

SEPTEMBER 24, 2021

Markets are always reacting to new information in real time. Eugene Fama is a member of the Board of Directors of the general partner of, and provides consulting services to, Dimensional Fund Advisors LP. Dimensional accepts no responsibility for loss arising from the use of the information contained herein.

Investing 52

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ClearMoney

DECEMBER 14, 2021

A forward rate, defined as the sum of these two components, the yield and expected capital gain or loss, therefore provides systematic information about discount rates through the combined information about the price investors pay and the cash flows they expect to receive. In many ways, the premise of systematic investing is simple.

Investing 52

Investing Investments Commission Distribution 52

Sara Grillo

DECEMBER 12, 2022

Some may feel that the broker or advisor should be the one to make that decision. Others feel that is too subjective a decision and that the client should be given the full information that way they are informed enough to judge for themselves. The advisors hashed it out vs. the brokers on that one. Charles King.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Midstream Marketing

FEBRUARY 13, 2021

At its core, Paladin Registry is a solution built to match up clients with pre-screened fiduciaries – in other words, financial advisor firms like yours. The registry itself has two types of members – registered investment advisors and investment advisor representatives. SmartAsset.

Financial Advisor 52

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ClearMoney

JANUARY 4, 2022

The case of GameStop highlights the importance of having a systematic process in place to respond to new information about securities and their expected returns on a daily basis. DISCLOSURES The information in this document is provided in good faith without any warranty and is intended for the recipient’s background information only.

Marketing 52

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International College of Financial Planning

AUGUST 2, 2021

Likewise, you are likely to have questions on how to become a financial advisor in India or the career options you can explore in this field. If that sounds your case in this article, we shall look at the information you must know with regards to a career as a Financial Advisor. What Does a Financial Advisor Do?

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Sara Grillo

NOVEMBER 14, 2022

He is a flat fee advisor; not a licensed insurance agent. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Should advisors go to hell before selling an annuity?

Insurance 59

Insurance Financial Advisor Retirement License 59

James Hendries

NOVEMBER 15, 2022

This material has been prepared for informational purposes only, and is not intended as specific advice or recommendations for any individual. Investing in emerging markets may accentuate these risks. Insurance products are offered through LPL or its licensed affiliates. Click here to download a PDF of this report.

Portfolio 52

Portfolio Taxes Government Investment Advisor 52

James Hendries

AUGUST 15, 2022

This material has been prepared for informational purposes only, and is not intended as specific advic or recommendations for any individual. Investing in emerging markets may accentuate these risks. Insurance products are offered through LPL or its licensed affiliates. Click here to download a PDF of this report.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

OCTOBER 7, 2022

This material has been prepared for informational purposes only, and is not intended as specific advice or recommendations for any individual. Investing in emerging markets may accentuate these risks. Insurance products are offered through LPL or its licensed affiliates. Click here to download a PDF of this report.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

SEPTEMBER 8, 2022

This material has been prepared for informational purposes only, and is not intended as specific advice or recommendations for any individual. Investing in emerging markets may accentuate these risks. Insurance products are offered through LPL or its licensed affiliates. Click here to download a PDF of this report.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

JULY 13, 2022

This material has been prepared for informational purposes only, and is not intended as specific advice or recommendations for any individual. Investing in emerging markets may accentuate these risks. Insurance products are offered through LPL or its licensed affiliates. Click here to download a PDF of this report.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

JUNE 26, 2023

Treasuries, agency mortgage-backed securities (MBS), and short-maturity investment grade corporates) are currently more attractive than plus sectors (high-yield bonds and non-U.S. IMPORTANT DISCLOSURES This material is for general information only and is not intended to provide specific advice or recommendations for any individual.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

Sara Grillo

MARCH 13, 2023

Phil holds the Chartered Alternative Investment Analyst (CAIA) designation and is the host of The ETF Experience and the Phil Bak Podcast. nationally recognized as the first investment advisor to offer only Exchange Traded Funds. He holds Series 7 and 65 Securities Licenses in addition to a Life & Health Insurance License.

Financial Advisor 59

Financial Advisor Assets Management License 59

James Hendries

JULY 3, 2023

Treasuries, agency mortgage-backed securities (MBS), and short-maturity investment grade corporates) are currently more attractive than plus sectors (high-yield bonds and non-U.S. IMPORTANT DISCLOSURES This material is for general information only and is not intended to provide specific advice or recommendations for any individual.

Marketing 52

Marketing Marketing Banking Valuation 52

ClearMoney

FEBRUARY 21, 2022

Recent conflict between Russia and Ukraine is an important reminder that geopolitical risk is a part of investing in global markets. Dimensional’s systematic active approach is designed to adjust to new information in real time, including information about geopolitical events and their potential repercussions for markets.

Commission 52

Commission Portfolio Government Distribution 52

James Hendries

AUGUST 23, 2022

This material is for general information only and is not intended to provide specific advice or recommendations for any individual. All information is believed to be from reliable sources; however, LPL Financial makes no representation as to its completeness or accuracy. Click here to download a PDF of this report.

Marketing 98

Marketing Marketing Sales Economy 98

James Hendries

JUNE 20, 2023

Treasuries, agency mortgage-backed securities (MBS), and short-maturity investment grade corporates) are currently more attractive than plus sectors (high-yield bonds and non-U.S. IMPORTANT DISCLOSURES This material is for general information only and is not intended to provide specific advice or recommendations for any individual.

Marketing 52

Marketing Marketing Economy Communication 52

James Hendries

MARCH 13, 2023

IMPORTANT DISCLOSURES This material is for general information only and is not intended to provide specific advice or recommendations for any individual. All information is believed to be from reliable sources; however, LPL Financial makes no representation as to its completeness or accuracy.

Assets 52

Assets Marketing Marketing Asset Allocation 52

James Hendries

MARCH 6, 2023

IMPORTANT DISCLOSURES This material is for general information only and is not intended to provide specific advice or recommendations for any individual. All information is believed to be from reliable sources; however, LPL Financial makes no representation as to its completeness or accuracy.

Marketing 52

Marketing Marketing Economy Economics 52