Recession: Pause Before You Sell Your Mutual Fund

Recession: Pause Before You Sell Your Mutual Fund

Published on April 14, 2020 by U.S. News & World Report   A majority of investors can’t and don’t want to sell but are still uncomfortable with volatility. The reality is we have no control over market activity. But Carolyn Kelly, a certified financial...
SEC Proposal Widens Pool of Accredited Investors

SEC Proposal Widens Pool of Accredited Investors

Published on April 13, 2020 by Middle Market Growth   The private equity community welcomed a recent move by regulators to widen the pool of Americans eligible to invest in private companies.   While experts say the proposed change is unlikely to bring droves of Main...
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Best in State Advisors

Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. View Patrice’s full Forbes profile here.

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