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Feb 12, 2025

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Michael Burry

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The Big Short’s Michael Burry Explains Why Index Funds Are Like Subprime CDOs The Big Short’s Michael Burry Explains Why Index Funds Are Like Subprime CDOs

byReed Stevenson

Sep 4, 2019

5 Min Read

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Philanthropy

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

Feb 12, 2025

Estate Planning

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

Feb 12, 2025

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Estate Planning in a New Political Era: The 2025 Playbook
Feb 26, 2025
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2:00 pm EST
Turning Taxes into Opportunities: How Direct Indexing Can Help Drive Value
Feb 25, 2025
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WealthManagement.com Industry Awards 2025: Top Tips for Submitting a Winning Nomination
Feb 20, 2025
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Building Connections with Affluent Women Clients
Mar 4, 2025
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2:30 pm EST