Wealth Enhancement Group Vice President of Portfolio Consulting Gary Quinzel
Top RIAs on The Current Investing Climate: Wealth Enhancement Group
Oct 06, 2023
Vice President of Portfolio Consulting Gary Quinzel likes large-cap developed international equities, value stocks and is implementing a barbell strategy for both U.S. Treasuries and municipal bonds.
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Top RIAs on The Current Investing Climate: Mercer Advisors
Oct 06, 2023
CIO Donald Calcagni likes non-U.S. equities, value stocks and private credit.
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Top RIAs on The Current Investing Climate: Carson Group
Oct 06, 2023
Chief Market Strategist Ryan Detrick likes equities, with a focus on cyclicals and small caps.
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Top RIAs on The Current Investing Climate: Cresset
Oct 06, 2023
CIO Jack Ablin likes private credit, U.S. large caps and public and private equity.
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How the Largest RIAs Are Investing Now
Oct 06, 2023
"Higher-for-longer" interest rates, earnings volatility, multiple expansion... Chief investment officers from nine of the largest RIAs reveal how they are tweaking client portfolios in response to the markets, and detail their best investment...
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Adjusted for Risk: Incorporating Macro Drivers in Investment Decisions with Katherine Krantz
Oct 03, 2023
Katherine Krantz, the CEO at Center for the Macro Specialist Designation, explains why financial advisors should use macro data and events when building investment portfolios.
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Crypto Exchange Kraken Plans to Offer Trading in US-Listed Stocks
Sep 28, 2023
Kraken has applied with FINRA for a broker/dealer license to allow it to trade US-listed stocks and ETFs, targeting a 2024 launch.
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Adjusted for Risk: Equity Hedging in Focus with Swan Global Investments' Marc Odo
Sep 26, 2023
Swan Global's Marc Odo details why financial advisors should incorporate equity hedging into client portfolios.
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What Shifting Stock-Bond Correlations Mean for Your Money
Sep 14, 2023
The negative relationship of the past quarter century allowed investors to hedge equity risk effectively. That may now be changing.
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Adjusted for Risk: Q2 2023 PSN Top Gun Award Winners
Sep 08, 2023
Zephyr announces the second quarter 2023 PSN Top Gun award winners.
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