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Myth-Busting with Momentum: How to Pursue the Premium

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.

Asset Allocation 52
Asset Allocation Commission Portfolio Distribution 52
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Should you die and go to hell before selling an annuity?

Sara Grillo

NOVEMBER 14, 2022

Salaske said there is a lot of deficiencies in getting to know the client and understand their needs, both on the part of advisors and also insurance professionals. Macchia mentions that there are firms that have sprung up offering no load products, products that report into your portfolio management system, wrap-able products, etc.

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Insurance Financial Advisor Retirement License 59
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