As part of our continued service commitment to the financial advisor community, we share with you below some presentations you may find useful in the acquisition or retention of client assets. Of course, special requests are always welcome, and we do our best to accommodate them. Please submit inquires to email@example.com.
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ETF Doom Sharks - What really caused the market meltdown in 2018
The Evolution and Mutation of ETF Sharks since October 2016 - (Revised Feb. 2018)
Right Mix of Growth & Dividend Retirement Stocks – Feb. 2018
How the Robo Advisor Revolution may be Leading to an Impending Disaster - Oct. 2017
Five Great Income Strategies to Focus On – June 2017
2008 White Paper - March 2017
Sharks ETF White Paper - February 2017
Oasis White Paper - September 2016
Diamonds White Paper - August 2016
Large Cap Presentation
Rising Food Prices
Applied Research Educational Series
Practical Research Solutions