Profitability for Dummies

Profitability for Dummies

Once upon a time, there were two professors, a paper, a three-factor model, and ultimately a Nobel Prize.  1992 was a good year.  The story was simple and powerful, the effects observable to the naked eye and remarkably persistent, if you could stand painful intervals...
Hecho en Mexico.  Porque no?

Hecho en Mexico. Porque no?

As the sun comes up on another exciting day, European markets are up and US futures are up even more, after the Fed rate cut and down market yesterday, Monday’s huge rally, and last week’s rapid decline.  Meanwhile, the 10-year Treasury is yielding well under 1%¹, a...
Be of good cheer!

Be of good cheer!

Here we go! The next 12-month period promises to be among the most interesting runups to an election in a long time.  For some, it may also be an alarming and discouraging time.  As almost everything gets perceived through a political prism, and media sources take...
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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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