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Markets

‘Outlook Cloudy’: Fed Rate Hike Pits Bulls Against Bears Over Year-End Rally Odds

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Since 1930, Citrini found, the S&P 500 has fallen an average 1.1% in the last two weeks of September before bouncing back in October.

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Retirement Upside

Student Loan Debt Weighs Heavily on Retirement Savings

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Debt doesn’t need to be paid off all at once, but it should fit properly into a larger financial plan.

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Advisor Upside

The Clarity Act Failed to Advance. It’s Still Business As Usual

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With no federal regulatory framework, guidance will fall to the SEC and CFTC. It’s more important than ever to educate their clients on crypto.

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Advisor Upside

AI Won’t Replace Advisors. It May Actually Add More

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Industry experts at the Future Proof festival said AI is integral to growing advisor teams and client based.

2 min read

Advisor Upside

Financial advisor news, market insights, and practice management essentials.

Why Retirement Savers Don’t Love 401(k) Predictive Tools

Photo by Petr Sidorov via Unsplash

2 min read
Selling Your RIA As a Retirement Strategy? Mind the Terms

Photo by Pixabay via Pexels

2 min read
Generac Soars After $2.4B Deal to Provide Backup Power for Amazon

Photo via Generac Industrial Energy

1 min read

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