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Whitepapers


The Impact of Outsourcing

AssetMark - 2022





International Exposure

Sonya Lincolnhol - 2022

Timing the Market is Impossible

HartfordFunds - 2022

Rising Rates 101

HartfordFunds - 2022




Thoughts Of the Week

Raymond James – 2022




Detect, Don't De-Tech

iShares by Blackrock – 2022

Fasten Your Seatbelts

HartfordFunds– 2022


How to Learn to Worry Less and Love a Market Correction

HartfordFunds – 2022










Tax-Smart IRA Strategies

Strata Trust Company – 2022

The Electric Vehicle Battery r(EV)olution

iShares by Blackrock – 2021

The Home Stretch

Franklin Templeton – November 2021

What's the Best Way to Maximize Tax Benefits of Charitable Giving?

Parametric Portfolio Associates – November 2021

What is Direct Indexing?

Parametric Portfolio Associates – November 2021










Chairman Powell Has Just About Had it With You, Young Congress

Zeo Capital Advisors, LLC – November 2021

Aesop's Marathon

SMEAD Capital Management – November 2021