Much Equity Investing should be Invested in Such  With earnings season rolling along basically in line with expectations, investors continue to focus on macro issues, political policy platforms and the new Fed personnel.  As a result, eco...

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The cool and trendy hot topic five years ago was technology, which then turned to integrations just a few years back. Today’s hot topic isn’t sexy but worth discussing in length: lean operations planning. Operations Planning and Lean Six Sigma...

As more and more financial advisors transition to independence, they often cite higher payouts, better support from a new broker/dealer, and the ability to operate their business as they wish as the reasons for making the move. However, one huge...

Two performance trends have stood out across world markets during 2013. The first is the strong outperformance by equities over bonds. The second is the strong returns of the U.S. stock market relative to other stock markets around the world...

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