Reg BI Might End Up Hurting More Investors Than It Helps. Here's What Advisors Can Do

On the surface, the SEC's recent adoption of Regulation Best Interest (Reg BI) is a win for retail investors.

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Is Semantic Search the Future of Investing?

Ever heard someone use the phrase, "That's just semantics"? Often, it's used to suggest that another person is arguing about language and not about ideas -- in other words, that the discussion is devolving into something unimportant. But today, semantics are taking on new importance as part of semantic search, a new type of online search technology that is delivering far more relevant results by taking language cues into account. 

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These Tech Stocks are Too Cheap Because of the SPAC Plunge

April 27, 2021

The market has been hard on special purpose acquisition companies (SPACs) as prices have fallen dramatically across the board. However, some technology companies caught up in the crossfire are trading too cheap. EV charging companies have sound fundamentals yet despite this they are trading 43% less than their annual highs. Meanwhile, the Biden administration is writing a two trillion dollar infrastructure plan with over $300 billion in EV incentives. EV stations are growing and will be a major part of the 'pump landscape' by 2030. Four stocks in the EV market trading at the discount are ChargePoint Holdings, EVgo, Volta, and box.

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What is Socially Responsible Investing (SRI)?

When it comes to investing, traditional considerations include risk and return, taxes, inflation, dividends, and diversification.

But, these days, investors want more. Many want to feel like they are promoting a cause that they care about.

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Portfolio Optimization in Volatile Markets

Portfolio optimization (also referred to as portfolio rebalancing) involves strategically adjusting portfolio asset weights in order to optimize asset allocation for an investor's desired balance between growth and risk. Every investor has unique objectives, timelines, and resources, and a well-crafted portfolio will contain asset weights appropriate for an investor's goals. 

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Tax Loss Harvesting in Volatile Markets

Although it can be stressful, stock market volatility can be very beneficial for the savvy investor. Why? Because as investors watch the Dow swing up and down, tax loss harvesting is a good way to make this chaos work for you.

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The Democrats' New Tax Plans are a Big Risk to Clients

(August 2020)

Advisors with high net worth clients—which serve as a large majority—need to be very mindful of numerous Democratic tax proposals. Not only would Biden's proposed tax plan raise income taxes to over 65% in California, and at least 52% everywhere in the US, but California has just proposed a wealth tax of 0.4% per year on all wealth over $30m per couple. The proposal seems likely to be passed because of Democrats' super-majority in the state's legislature. While Biden and the Democrats are still months away from the possibility of entering the White House, they are leading in the polls, which means advisors need to be aware of how these changes could affect advisors.

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Outperforming Benchmarks with Magnifi

It's no secret that the stock market has been on a roller coaster ride so far in 2020. From global trade tensions, to the COVID-19 pandemic, to record-setting unemployment and economic unrest at home in the U.S., there has been a lot to shake the markets this year, leaving them down more than 40% by late March.Read more


Using an Online Stock Screener to Build an ETF Portfolio

Wise investments are based on sound financial decisions. A lot of time and effort is spent looking for just the right investments to build out a portfolio, including a mix of stocks, bonds, ETFs, mutual funds and more. But that doesn't guarantee that an investor is aware of all of their potential choices at their disposal or make objective decisions. There are underlying psychological factors that play into all of this.

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A New Hurdle for Wealth and Asset Managers

Just a few decades ago, the investing landscape was fairly straightforward.

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