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#FA Success Ep 309: Leveraging Structured Notes To Differentiate A Highly-Leveraged $300M Solo Practice, With Anh Tran

Nerd's Eye View

What's unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

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Weekend Reading For Financial Planners (June 10-11)

Nerd's Eye View

And given the opaque nature of many private investments, financial advisors could play an important role in helping their clients assess whether these opportunities make sense for their portfolio and broader financial plan.

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Top Indian Stocks Held By Vanguard Group – Portfolio Analysis

Trade Brains

Zee earns money through advertising, subscription services, content licensing, theatre productions, music licensing, and movie distribution. Its domestic broadcast portfolio includes over 48 channels. The Company’s 41-channel international broadcast portfolio is available in over 170 countries. ROCE (%) 13.68

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Tuesday links: multiple ways to win

Abnormal Returns

(downtownjoshbrown.com) Don't let any single asset distract you from your overall portfolio. hollywoodreporter.com) Disney ($DIS) is a winner when it comes to licensing content. mutinyfund.com) Base rates matter. onveston.substack.com) Streaming Walmart ($WMT) is buying TV maker Vizio ($VZIO).

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Did Anyone Get The License Plate Of That Crypto Exchange?

Random Roger's Retirement Planning

If you believe in trying to hedge or otherwise manage downside volatility in the context we've been writing about all year then you already have that hedge exposure in your portfolio. If your largest allocation in your portfolio is to stocks, then you need to be patient as this downturn plays out.

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Global Portfolio Strategy | November 8, 2022

James Hendries

Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. Insurance products are offered through LPL or its licensed affiliates. It is expressed as a number of years.

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Global Portfolio Strategy | October 5, 2022

James Hendries

Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. Insurance products are offered through LPL or its licensed affiliates. It is expressed as a number of years.