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Equities

Alternative Investments

Third Wire Launches Novel Private Markets 506(c) Fund Third Wire Launches Novel Private Markets 506(c) Fund

The fund is built off the newly created Morningstar PitchBook Buyout Replication Index.

byDavid Bodamer, Executive Editor, Investments

Feb 18, 2025

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1 Min Read

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10 Investment Must Reads for This Week (Feb. 18, 2025)10 Investment Must Reads for This Week

byWealthManagement.com Staff

Feb 18, 2025

1 Min Read

SCS Financial CIO Lane McDonald What's in my model portfolio

Investing Strategies

SCS Financial: Taking Advantage of Tolerance for Illiquidity SCS Financial: Taking Advantage of Tolerance for Illiquidity

byElaine Misonzhnik

Feb 14, 2025

1 Min Read

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Charles Schwab Expands 24-Hour Trading to All Its Retail Clients Schwab Expands 24-Hour Trading to All Retail Clients

Feb 12, 2025

1 Min Read

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Investing Strategies

Morningstar: Advisor Use of Custom Model Portfolios Rises Advisor Use of Custom Model Portfolios Rises

byDavid Bodamer

Feb 11, 2025

1 Min Read

American flag US stocks stock market ETFs

U.S. ETF Industry Starts 2025 Strong with 75 Listings in January 75 New U.S. ETFs Launched in January

Feb 5, 2025

1 Min Read

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Super Bowl Market Indicator – Myth or Truth?

Super Bowl Market Indicator – Myth or Truth?

byRyan Nauman, Market Strategist

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Investing Strategies

Direct Indexing Platform Frec Adds Portfolio Allocation Feature

Direct Indexing Platform Frec Adds Portfolio Allocation

byDavid Bodamer, Executive Editor, Investments

CIOs Wrestle with DeepSeek Fallout

CIOs Wrestle with DeepSeek Fallout

byDavid Bodamer, Executive Editor, Investments

Brandon Thomas, co-founder and co-chief investment officer at Envestnet

Investing Strategies

Q&A: Envestnet CIO Sees Nothing But Continued Direct Indexing Growth

Q&A: Envestnet CIO Sees Nothing But Continued Direct Indexing Growth

byDavid Bodamer, Executive Editor, Investments

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10 Investment Must Reads for This Week (Jan. 28, 2025)

10 Investment Must Reads for This Week (Jan. 28, 2025)

byWealthManagement.com Staff

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Advisor Sentiment Index: RIA Economic Optimism Ends 2024 at Record High

Advisor Sentiment Index: Economic Optimism Ends 2024 at Record High

byWealthManagement.com Staff

Stock Chart

Estate Planning

Estimating the Fair Market Value of Large Blocks of Publicly Traded Stock

Estimating the Fair Market Value of Large Blocks of Publicly Traded Stock

byTimothy J. Meinhart

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There Are Stock Gems to Mine Before the Bots Take Over

There Are Stock Gems to Mine Before the Bots Take Over

Donald Trump signs executive orders

11 Investment Must Reads for This Week (Jan. 21, 2025)

11 Investment Must Reads for This Week (Jan. 21, 2025)

byWealthManagement.com Staff

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Seven Investment Must Reads for This Week (Jan. 14, 2025)

Seven Investment Must Reads for This Week (Jan. 14, 2025)

byWealthManagement.com Staff

U.S. Economic Resilience Is the Main Story for Q4

U.S. Economic Resilience Is the Main Story for Q4

byLarry Swedroe, Head of Financial and Economic Research

Joe DeVico, BlackRock's co-head of wealth advisory model portfolios

Alternative Investments

BlackRock: Interest in Private Markets Will Accelerate Model Portfolio Adoption

BlackRock: Interest in Private Markets Will Accelerate Model Portfolio Adoption

byElaine Misonzhnik, Senior Editor, Investments

Alternative Investments

Nareit: REITs Should be Viewed as Real Estate, Not Equities

Nareit: REITs Should be Viewed as Real Estate, Not Equities

byDavid Bodamer, Executive Editor, Investments

Adjusted for Risk Zephyr podcast

Adjusted for Risk: Including Preferred Stocks in Your Equity Income Investment Strategy

Adjusted for Risk: Including Preferred Stocks in Your Equity Income Investment Strategy

byRyan Nauman, Market Strategist

Wall Street bull

Don’t Fear the Froth. Stay Invested Even If Stocks Are Overvalued

Don’t Fear the Froth. Stay Invested Even If Stocks Are Overvalued

stock trader 2025 markets

Stock Bears Are Going Extinct. Time to Worry?

Stock Bears Are Going Extinct. Time to Worry?

NYSE stock market trader

Five Questions For Financial Markets Heading into 2025

Five Questions For Financial Markets Heading into 2025

byRyan Nauman, Market Strategist

Tom Cohn deputy CIO Cerity Partners

Alternative Investments

Cerity Partners Bets on Private Markets for Outsized Growth

Cerity Partners Bets on Private Markets for Outsized Growth

byElaine Misonzhnik, Senior Editor, Investments

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With U.S. Equity Markets Pricing in Optimistic Consensus, Income-Generating Assets Look Attractive In 2025

With U.S. Equity Markets Pricing in Optimistic Consensus, Income-Generating Assets Look Attractive In 2025

President-elect Donald Trump New York Stock Exchange opening bell Time Person of the Year

Advisor Sentiment Index: Optimism Spikes After Trump Victory

Advisor Sentiment Index: Optimism Spikes After Trump Victory

byWealthManagement.com Staff

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Solid Fundamentals and a Stable Economic Outlook Portend a Solid 2025 for REITs

A Favorable 2025 Outlook for REITs

byDavid Bodamer, Executive Editor, Investments

State Street Global Advisors NYSE

Investing Strategies

State Street: Use of Model Portfolios Leads to Happier Clients

State Street: Use of Model Portfolios Leads to Happier Clients

byElaine Misonzhnik, Senior Editor, Investments

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Alternative Investments

11 Investment Must Reads for This Week (Dec. 10, 2024)

11 Investment Must Reads for This Week (Dec. 10, 2024)

byWealthManagement.com Staff

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What You Need to Know About Investing During the Holidays

What You Need to Know About Investing During the Holidays

byRyan Nauman, Market Strategist

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11 Investment Must Reads for This Week (Dec. 3, 2024)

11 Investment Must Reads for This Week (Dec. 3, 2024)

byWealthManagement.com Staff

Dilshod Jumaniyazov, co-founder and CEO of halal fintech platform Musaffa.

Musaffa Wants More Muslims to Invest Ethically

Musaffa Wants More Muslims to Invest Ethically

byElaine Misonzhnik, Senior Editor, Investments

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The Magnificent 7 Are Beginning to Look Average

The Magnificent 7 Are Beginning to Look Average

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Trump Is Making the 60/40 Portfolio Great Again

Trump Is Making the 60/40 Portfolio Great Again

SEI

Alternative Investments

SEI Adds New SMAs to Product Lineup

SEI Adds New SMAs to Product Lineup

byDavid Bodamer, Executive Editor, Investments