Mid-Career Adults Face 19% Increase in Death Rate

Published on December 23, 2024

The major drivers appear to be drug overdoses, alcohol and cardiovascular problems.

       
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SEC Fines RIA Over Marketing Rule Violations

December 23, 2024
Atlas Financial Advisors falsely claimed its Portfolio Shield strategies' hypothetical performance was validated by Morningstar, the regulator says.

Improving Client Portfolios: 4 Mean-Reversion-Driven Scenarios

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After years in the investment world as an institutional manager, an academic researcher and lecturer, and an independent advisor to individual investors, I’ve learned that there are three main objectives we’re trying to achieve when we design client portfolios.