Here’s a provocative thought. Index investing is not an entirely passive investment management strategy. Passive investing is rife with implicit investment decisions, many of which investors unknowingly transfer to the invisible committees that manage such indexes.
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Managing client emotions begins before a client’s investment plan is even executed. It starts with setting the right expectations. Advisors should invest in educating and coaching their clients from day one of the relationship. Starting a client’s education in the midst of a market meltdown is too late. An educated client is the best defense against future panic.
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Here are five technology tools that David Pulcini can’t live without … and he could easily give 10!
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The childcare tax credit underwent significant change in 2021. The new law expanded the child and dependent care tax credit in three potentially meaningful ways for American taxpayers.
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Every piece of space debris is a potential missile that can knock out satellites critically important to our lives, serving functions such as tracking weather, facilitating communications and defending our nation. According to NASA, there are over 27,000 pieces of space junk tracked by the Space Surveillance Network (with many more that cannot be tracked) traveling at about 15,700 mph in low Earth orbit.
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