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Feb 12, 2025

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The 60/40 Portfolio Is Muzzling Critics With Another Big Year The 60/40 Portfolio Is Muzzling Critics With Another Big Year

byGregor Stuart Hunter

Nov 23, 2020

3 Min Read

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ETFs

Darkest Quant Fears Ring True in $1 Trillion World of Smart Beta 2020-09-03 (2)Darkest Quant Fears Ring True in $1 Trillion World of Smart Beta

byGregor Stuart Hunter

Sep 3, 2020

2 Min Read

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ETFs

Darkest Quant Fears Ring True in $1 Trillion World of Smart Beta 2020-09-03 (1)

Darkest Quant Fears Ring True in $1 Trillion World of Smart Beta

Sep 3, 2020

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byGregor Stuart Hunter

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Philanthropy

Planned Giving: Don’t Know What You Don’t Know?

Feb 12, 2025

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Pennsylvania Court Rules Beneficiaries Can’t Unilaterally Change Trust’s Situs

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Wealth Managers and RPA Advisors

Why convergence is coming and what it means.

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Estate Planning in a New Political Era: The 2025 Playbook
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Turning Taxes into Opportunities: How Direct Indexing Can Help Drive Value
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Feb 20, 2025
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Building Connections with Affluent Women Clients
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