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What Is Direct Indexing?

Unlike traditional index funds or exchange-traded funds (ETFs), direct indexing allows investors to replicate...
By Robert Dalie | The Summa Group | Stifel

6 Tips for Choosing the Right Mutual Fund for Retirement

From considering cost efficiency and fit to aligning funds with retirement objectives, discover the six...
By Featured | Featured

18 Key Factors to Look for When Analyzing Company Earnings Reports

There are so many different ways to measure competitive performance, from market share to customer...
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Investing in Distressed Debt

Distressed debt investments are often priced at higher interest rates compared to other investments because...
By Max Kolomeyer | Forbix

13 Essential Tips for Beginners to Understand Stock Market Trends

From understanding the basics and connecting data points to staying disciplined and keeping a long-term view,...
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9 Steps to Diversify Your Investment Portfolio

From constructing multi-asset portfolios to incorporating broad-market index funds, explore the nine...
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8 Risks of Investing in Cryptocurrency: What You Need to Know

As cryptocurrency is now, it’s volatile and highly centralized
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7 Smart Strategies for Unlocking the Potential of Unused 529 Funds

In this article, we’ll discuss why you might have unused 529 funds and present several strategies to spend...
By Robert Dalie | The Summa Group | Stifel

Gaining Valuable Insights From Past Recessions to Help Navigate the Future: Part ll, Asset Classes Through the Economic Cycle

In Part ll of our series, we examine recessions in the context of the overall economic cycle. In doing so, we...
By Brian Werdesheim | The Summa Group | Stifel

A New Era of Higher Education: The Need for Change

The increasing cost of tuition, a change in demand among prospective students, and a lack of work readiness...
By Robert Dalie | The Summa Group | Stifel

If You Own a Business, You Need an Exit-Planning Team

The four steps of exit planning for founder-owned businesses
By Adam Quarello | The Summa Group | Oppenheimer & Co. Inc.