WealthManagement.com Daily Memo
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EQUITIES | | | Larry Swedroe | Attention-getting meme stocks may provide investors with a thrill, but in the long run going viral has been a bad omen for future returns. FULL ARTICLE |
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PEOPLE | | Rob Burgess | The company also obtained a minority ownership stake in FCF Advisors as of last month, the New York-based boutique asset management firm and index provider Shea previously led. FULL ARTICLE |
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WMIQ Research | | Strategic Partnership with BNY Mellon | Pershing | What defines a successful firm in 2023? While firms come in every shape and size imaginable, DOWNLOAD THE REPORT |
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OPINION | | Matt Brown | According to a recent CAIS survey, private wealth allocation to new asset classes is set to take off over next two years. FULL ARTICLE |
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FIXED INCOME | | Michael MacKenzie | Even with the bonds rebounding over the past two months on speculation the Fed is poised to slow its rate hikes, the Bloomberg index of Treasury Inflation Protected Securities, or TIPs, is headed for a loss of nearly 10% this year. FULL ARTICLE |
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RESOURCE CENTER | | Sponsored by Wells Fargo Advisors | Respondents feel they should receive more support in the following areas. LEARN MORE |
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SPONSORED WEBINAR | | Sponsored by TIFIN | Join this webinar on December 15th as experts discuss opportunities in fixed income across both investment grade and high yield, as well as the pros and cons of municipal bonds vs taxable bonds REGISTER NOW |
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