Who is a darling and who is a dog? Find out in Atlas Funds Management’s annual review of the best and worst of the financial year gone by. #stocks #FY24 #best&worst
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Featured in Financial Planning, NDVR researchers find that direct indexing boosts expected tax-loss harvesting yield significantly over harvesting losses in ETF investments. https://hubs.ly/Q01YSRpk0 #WealthOptimization #FinancialNews #InvestmentStrategy #Stocks
The most lucrative investment on the tax front? Hint: Not ETFs
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A new report from Thrivent Asset Management gives investors reasons to be optimistic about 2024 👉 https://lnkd.in/esdYrZGD #Stocks generally rise during election years and both parties share a common interest in seeing the economy grow. However, this year could prove to be a wild card.
An early look at the November election
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It's that time of year... Stock prediction time 📈 The Australian Financial Review has just interviewed the top fund managers for their stock picks in 2024. It's a mix of healthcare, biotech, mining, software and digital/AI. Interestingly, the top picks focus heavily on dividends as well as capital growth. Check out my video below for a quick breakdown 👇 Need help creating your investment strategy in 2024? Shoot me a message or book a free 15-minute chat, link in my bio. ---- General advice disclaimer: The information contained within this post is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation. #money #wealth #stocks #ausfinance #financialadvisor
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Covered Call ETFs are still misunderstood. They are a vital tool for Income Investors to generate Passive Income safely, but it;s important to understand why you are investing in them in the first place. In this latest video, I talk about the Honest Truth of Covered Call ETFs https://lnkd.in/eMs4z5uN #highyield #investing #investingtips #dividends #dividendinvesting #dividendstocks #coveredcalls #stocks #stockpicks #passiveincome #fire
The HONEST TRUTH about Covered Call ETFs…
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Get the latest insights from our colleagues with up-to-date investment commentaries from our experts, wealth insights about developing financial trends and all the most recent news about us, Close Brothers Asset Management. Capital at risk https://lnkd.in/eJpCSFpJ #Investing #Markets #Stocks #Shares
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Don't miss out on the live session where the market experts like our CO-CIO & Head-Equity, Mr. Harish Krishnan are sharing their insights & stats on #StockMarket, #Earnings, #Stocks & #Sectors to watch out for, here: https://t.ly/1IgiN #ABSLMF #MutualFunds #GST #CNBCTV18
Spotlight On Quant Investing: What Are Quant Funds & Should You Consider Investing In Them?
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WI Investment Advisor specializing in maximizing retirement accounts (401(k), IRA's) in 30 days or less! Ask us about the Bionic Investor Blueprint.
Here is the 1st quarter stock market review:
Why Investors Shouldn’t Fall Into The Trap Of Trusting The Illusive Holy Grail Of Investing
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I ran the numbers and my clients have significantly outperformed our benchmarks with much less volatility than the underlying stocks we trade in since April. Check out our performance here: https://bit.ly/4bCJ7UY Schedule your exploratory call here to see if you are a good fit for the All Weather Income Strategy: https://lnkd.in/giPKHWNr #investing #accreditedinvestor #outperformbenchmarks #stocks #options #alternativeinvestments #RIA #managementfees
Unlock Investments_12.31.2023.pdf
drive.google.com
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Small cap #investing has had a pretty tough period. But there are some good opportunities amongst the uncertainty. Tobias Yao, CFA from Wilson Asset Management talks to Sean Aylmer about the #stocks he's watching across a range of sectors. Listen here: https://lnkd.in/gVG6hWsV #investors #listen https://lnkd.in/ge6bTT79
Interview: Three stocks this small cap investor is watching
omny.fm
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