Sara Grillo

NOVEMBER 14, 2022

He is a flat fee advisor; not a licensed insurance agent. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Should advisors go to hell before selling an annuity?

Insurance 59

Insurance Retirement Financial Advisor License 59

ClearMoney

DECEMBER 14, 2021

3Robert Novy-Marx, “Understanding Defensive Equity” (working paper No. 4Marlena Lee, Philipp Meyer-Brauns, Savina Rizova, and Samuel Wang, "Bond Study Confirms Investment Approach and Offers New Insight," Insights (blog), Dimensional Fund Advisors, February 11, 2020. 1 (January 2016): 69–103. Dimensional Japan Ltd.,

Investing 52

Investing Investments Commission Distribution 52

ClearMoney

NOVEMBER 4, 2021

Gerard O’Reilly and Savina Rizova, “ Expected Profitability: A New Dimension of Expected Returns ” (white paper, Dimensional Fund Advisors, June 2013). UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. Dimensional Japan Ltd.,

Asset Allocation 52

Asset Allocation Commission Portfolio Assets 52