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Home
ADVISORS
Overview
Advisor Resources
For RIAs
INVESTORS
Overview
Investor Education
Find an Advisor
SOLUTIONS
Overview
Evidence-Based Investing
Panoramic Funds & Models
PrecisionCore ETF Models
Retirement Services
Values-Based Solutions
Custom Solutions
BLOG
Blog
Unfiltered Finance Podcast
ABOUT US
Overview
Investment Committee
Partners & Platforms
CONTACT
Contact Us
Regional Team
Kevin Pallotti
Investments
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Long-term Investing
,
Evidence-Based Investing
No One Can Predict the Future Especially When It Comes to Investing
It’s not uncommon for us to get questions regarding specific investments. Much like any other...
4 minute read
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Investments
,
Tax
,
Tax Management
Taxes Can Be a Drag
“In this world, nothing is certain except death and taxes.” Ben Franklin
14 minute read
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Marketing
,
The Evidence Based Marketer
The Top 5 Episodes of The Evidence-Based Marketer in 2021
2021 marked the genesis of our new podcast “The Evidence-Based Marketer”. Each week, we’ve...
2 minute read
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Unfiltered Finance
,
Marketing
The Top 5 Episodes of Unfiltered Finance in 2021
Throughout this past year we’ve strived to answer clients’ most urgent questions via our podcast,...
2 minute read
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Marketing
,
YouTube
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Factors of Return
Our Top 5 YouTube Videos in 2021
One word comes to mind when thinking about our YouTube channel – productive. It became clear,...
1 minute read
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Investments
,
Millennial Investing
As Investors, Millennials Haven’t Had It Easy…
Unlike Gen X and the Baby Boomers, Millennials experienced extremely difficult markets and economic...
3 minute read
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Marketing
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Social Media
,
YouTube
Making the Most of YouTube! 10 Reasons to Use YouTube for Your Business
4 minute read
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Investments
,
Financial Planning
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Bear Market
,
Market Downturns
Be Prepared for Market Downturns
Since the summer of 2020, after a brief pandemic-driven bear market, the stock market experienced a...
2 minute read
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Investments
,
Financial Planning
The Factors of Investment Returns
No one can predict the future with total certainty.
1 minute read
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Axiom
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Client Experience
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Compliance
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cryptocurrency
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Direct Indexing
(3)
Direct Investing
(4)
Diversification
(1)
Economies & Markets
(4)
Evidence-Based Investing
(1)
Facebook
(1)
Factor Investing
(2)
Factors of Return
(3)
Federal Reserve
(2)
Financial Planning
(10)
Fixed Income
(1)
Inflation
(9)
Instagram
(1)
Interest Rates
(2)
Investments
(25)
Jackson Hole
(1)
Labor Shortage
(1)
LinkedIn
(1)
Long-term Investing
(13)
Market
(4)
Market Commentary
(4)
Market Correction
(1)
Market Downturns
(3)
Marketing
(11)
Marketing Plan
(1)
Millennial Investing
(1)
Office Sourcing
(1)
Office Tips
(1)
Personalized Indexing
(4)
Podcast
(2)
Practice Management
(3)
Quarterly Commentary
(2)
Russia
(1)
SEC Exams
(1)
Social Media
(4)
Succession Planning
(1)
Tax
(2)
Tax Management
(2)
Tax-Loss Harvesting
(1)
Technology
(1)
The Evidence Based Marketer
(1)
Unfiltered Finance
(5)
Value Investing
(1)
Value of the Advisor
(2)
Volatility
(6)
YouTube
(2)
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