Magnificent Seven

Advisor Upside

Rob Arnott on Deep Value and ‘Running Towards Lions’

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The founder of Research Affiliates said serving clients means helping them not do incredibly stupid things.

3 min read

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Advisor Upside

Recession on the Horizon? Advisors Debate the 60/40

While equities have shined over the past two years, some advisors are sticking with the classic portfolio.

3 min read
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OP-ED | Advisor Upside

Allan Roth: Lessons from a Surprising 2024

The popular author and financial advisor weighs in on major market trends of last year, and takes a (speculative) peek ahead.

4 min read
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Advisor Upside

7 Magnificent ETFs for a Nasdaq Melt Up

Investors have plenty of choices to gain exposure to the Magnificent 7, depending on how much risk or reward they choose to take.

2 min read

Advisor Upside

Big Tech Fizzles in Early 2025: Jeremy Siegel

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The famed Wharton School economist points to sky high valuations and a possible sector rotation.

2 min read

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