Does Your Mutual Fund Own Too Much Apple?
April 17, 2015
Apple’s success has made it a market behemoth—which means it’s taking up a larger portion of many funds. Perhaps too large…
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News & Press
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Build a Solid Portfolio with Index ETFs
November 7, 2014
It’s fun to bet on niche areas markets and win big, but when constructing a long-term investment portfolio, investors are better off sticking to simple and broad exchange traded funds…
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Where Advisors See the Best Bond Values
November 14, 2014
Views on where to go for the best bond returns are as varied as advisor hairstyles. But that doesn’t stop FAs from touting their favorite picks…
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Email Review: 5 Best Practices for Advisors
October 3, 2014
Financial advisors know that they must comply with SEC requirements to archive all email sent to and from their firm’s employees, but knowing what to look for when reviewing email may not be as clear…
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Named 2014 Most Innovative Investment Advisory Firms of the Year – Ohio
October 2014
Most Innovative Investment Advisory Firm of the Year – Ohio…
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Four ETF Strategists Give Emerging Markets Thumbs Up
July 31, 2014
July saw a middling performance from the tock market, with the uptrend coming under pressure…
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Investment Fees: Don’t Let Them Get You
March 31, 2014
Investments come in many shapes and sizes, and so do the fees that are associated with them…
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How to Spread Your Bets Around the World
March 9, 2013
Baking requires remarkable precision, discipline and patience to attain even adequate results. That’s why most of us look to the professionals for our flaky croissants, crusty boules, and divine chocolate cake…
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