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This article was written byFollowDaniel Sereda is chief investment analyst at a family office whose…
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Earlier this month, President Trump signed an executive order that could pave the way for the use of private equity (PE) in retirement savings accounts. While private equity isn’t technically prohibited in retirement plans, the associated risks have traditionally given fiduciaries pause. The change could potentially impact the more than…
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This article was written byFollowAlan Brochstein, CFA, is one of the first investment professionals to focus exclusively on the cannabis industry. Alan got his start as a financial professional in the securities industry in 1986, managing investments in institutional environments until he founded AB Analytical Services in 2007 in order…
Name: Melaina Cano Firm: Merrill Wealth Management Location: Irvine, CA Team Assets (Custodied): $329 million Background: Melaina Cano’s passion for investing was sparked early by her paternal grandfather, a first-generation Mexican American engineer who meticulously tracked his investments and taught her the value of financial literacy. Raised in Orange County,…
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Unlock the White House Watch newsletter for freeYour guide to what Trump’s second term means…
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Key News Asian equities had a strong day as Japan outperformed, and Hong Kong posted…
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Snowflake — a mobilizer of enterprise data through a company’s data cloud — exceeded investor…
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WASHINGTON (Reuters) – Sales of new U.S. single-family homes fell more than expected in October,…
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