White Papers

In Focus: Trade Policy and Market Impact

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2017 Financial Planning Considerations

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Will Passive Investing Always Be The Holy Grail?

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The Current State of the Hedge Fund Industry

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Getting Smart on Smart Beta: Insight into the Rise of Smart Beta Strategies

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Compare the Candidates: Clinton vs. Trump

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2015 Update – The Next Chapter in the Active vs. Passive Debate

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What the Supreme Court Tibble V. Edison Ruling Means

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Target Date Funds – Evaluating & Selecting

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Dumb Money – Hindering Your Own Best Interest

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Practical Year End Planning Considerations

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When a Roth IRA Conversion Makes Sense

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The Role of Private Equity in Diversified Portfolios

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Operational Due Diligence In Hedge Fund Investing

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Evaluating The Roth IRA Conversion

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Hedge Funds – Opportunities, Challenges & Market Evolution

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The Role of Intrinsically Valuable Assets

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The Next Chapter in the Active versus Passive Debate

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