Samantha (Sam) Silberstein, CFP®, CSLP®, EA, is an experienced financial consultant. She has a demonstrated history of working in both institutional and retail environments, from broker-dealers to ...
Andy Smith is a Certified Financial Planner (CFP®), licensed realtor and educator with over 35 years of diverse financial management experience. He is an expert on personal finance, corporate finance ...
Many claims are made for Latent Semantic Indexing (LSI) and “LSI Keywords” for SEO. Some even say that Google relies on “LSI keywords” for understanding webpages. This has been discussed for nearly ...
When Susan, a high-level executive at a successful tech company, looked at her portfolio, her heart sank. Despite the immense wealth her company’s stock had generated, she faced an alarming reality: ...
Direct Indexing continues to become more popular with advisors and investors. The initial tax savings are not to be ignored. Back in August 2022, I wrote about some pros and cons of direct indexing ...
What Is the Relative Strength Index (RSI)? The relative strength index (RSI) indicates whether a security, such as a stock, is overbought or oversold. It’s a technical indicator that is a part of a ...
How to Detect Potential Closet Indexing How to Assess Market Timing Ability Unlock More Code Snippets for Fund Evaluation Actively managed funds typically charge higher fees than index funds based on ...
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