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Tax Alpha Is the New Structural Alpha for Advisors
In the early 1970s, bonds were boring. You bought them, filed them away in a drawer, and clipped coupons until maturity. The prevailing wisdom treated fixed income as a static, buy-and-hold asset class. Bill Gross and a small team at Pacific Mutual in Newport Beach saw it differently. They began trading bonds actively, using newly…
CSA moves to make $50-million listed issuer financing exemption permanent
For advisors and dealers, the appeal is a wider field of smaller listed issuers turning to exempt offerings that retail clients can buy. The exemption leans on an issuer’s continuous disclosure record rather than a fresh prospectus, and the offering document would now point investors to seek the advice of a registrant. Dealers and finders…
I’m a Multimillionaire. Here Are 10 Things I Refuse to Buy.
People often ask me about the secret to building wealth. They expect some complex stock market strategy, a hidden real estate trick, or the name of a hot crypto token. The truth is far more boring. Becoming a millionaire is mostly about what you don’t buy. I didn’t get rich by accident. I built my…
$2.1B AUA Duo Bolts LPL To Expand Nationally With Cetera
A duo of advisors operating as Sierra Ridge Advisor Group in Roseville, Calif,, has joined Cetera from LPL Financial, where they oversaw about $2.1 billion in assets under administration. The team says it is looking to expand nationally and eventually to launch a registered investment advisor firm. James Slaughter and Giancarlo Foti,…
Scrolling Social Media for This Long Linked to Depression, Study Finds
How much mindless doomscrolling through social media is too much? Science might have an answer — or at least the beginnings of one. A newly published study in the journal npj Mental Health Research set out to answer: At what point does social media use have a measurable impact on our moods? Using more than…
Top analysts like these 3 stocks for their solid growth potential
Investors are closely monitoring earnings releases of artificial intelligence companies amid concerns about the durability of high spending and demand. While quarterly results provide key insights into a company’s performance and execution, it is prudent to focus on long-term prospects and look beyond short-term fluctuations. Top Wall Street analysts can help investors pick stocks with…
