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Advisor Insights

Model Update – Independence Square – ISQ4 – Dynamic Sector

Another 1.9 trillion in Covid stimulus is likely heading to the President’s desk this week, US consumers have the highest personal savings rates in a century, and the vaccine rollout is putting a third quarter return to relative normal as…

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Advisor Insights

Model Update – LPL Fincancial – LPL C1-C5 – 3.4.21

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Advisor Insights

Model Update – LPL Financial – LPL D1 – D5 – 3.1.21

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Advisor Insights

Weekly Market Commentary 3/1/2021

Weekly Market Commentary March 1, 2021   The Markets   Students of financial markets may have noted a historically unusual event last week.   On Thursday, the yield on 10-year U.S. Treasury notes briefly matched the dividend yield for the…

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Advisor Insights

First Trust – Overstimulation on the Way

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Advisor Insights

Weekly Market Commentary 2/22/2021

Weekly Market Commentary February 22, 2021   The Markets   It’s a contrarian’s dream come true.   Contrarian investors like to buck the trend. They buy when other investors are selling and sell when others are buying.   Last week,…

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Advisor Insights

First Trust – It’s Not a Bubble

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Advisor Insights

Weekly Market Commentary 2/16/2021

Weekly Market Commentary February 16, 2021   The Markets   Way back, when radio disk jockeys played 45-rpm vinyl singles, the A-side of a disk was the song the record company was promoting and the other side – the flip…

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Advisor Insights

Model Update – LPL Financial – Mutual Funds LPL B1 – B5...

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Advisor Insights

ETrade – Advisory Fees: Is it time to assess your client fee structure?

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Securities and Retirement Plan Consulting Program services offered through LPL Financial, a Registered Investment Advisor, member FINRA / SIPC*. Other advisory services offered through Independence Square Holdings, a registered investment advisor. Independence Square Holdings / Independence Square Advisors is a separate entity from LPL Financial.  The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, NH, NJ, NC, NV, NY, OH, PA, SC, TX, VA  

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