The StratiFi Edge: February Edition
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Posts about The Trusted Investment Advisor (3)
Reg BI Enforcement Is Here! Are You Compliant?
Over the past two decades, the responsibilities of financial professionals have shifted from...
The StratiFi Edge: January Edition
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The StratiFi Edge: December Edition
As the year comes to a close, we’d like to wish you Happy Holidays from everyone here at StratiFi!
The StratiFi Edge: November Edition
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The StratiFi Edge: October Edition
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Concentrated Stock Positions: The Backroom Joke of Wall Street
Concentrated Stock Positions: The Backroom Joke of Wall Street
A concentrated stock...
Reverse Churning: A Black Swan May Soon Confront Financial Advisors
If you are a financial advisor, you need to be aware of reverse churning. This little-understood...
Diversifying Portfolios: It is Correct or Useful?
A diversification risk rating gives an idea of the true diversification of a portfolio. This...
The StratiFi Edge: September Newsletter
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