Author: admin
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How To Use The Document Upload Wizard
Our goal is to make daily tasks easier for our advisors. Rather than emailing documents, you can quickly upload them to our Document Upload section on the Hub. From the Hub homepage simply click Document Upload link. Adding documents is easy. Simply complete the short form and then click the button below. Search for the…
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Axxcess Wealth Management named one of the Fastest Growing RIAs in the Country
Axxcess Wealth Management has been named as the 10th fastest growing RIA firm in the country! Working with Axxcess will give you: Each managed strategy is called a sleeve strategy and is tracked in our system as a separate account. Performance reporting at the household, registration, account, security and strategy levels. Rich content is customized in…
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Axxcess welcomes Adrienne Rivett!
Axxcess is excited to welcome Adrienne Rivett as Director of Platform Services. After 14 successful years in the financial services industry, she brings broad experience in trading, operations, investments, technology and advisor solutions. Her true passion is working directly with advisors to promote scaling and growth of their businesses. Her motto, “Aut viem inveniam aut faciam,” is Latin for,…
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Are Inverted Yield Curves Signaling a Recession or a Deflationary Boom?
July 8, 2019|by Catherine Wood, ARK Invest CEO|Market InsightsTags:Yield Curve Now that yield curves are inverting, investors seem to be bracing for bad news. In the last 100 years, inverted yield curves have foreshadowed recessions within roughly a year, as indicated by the below data points. Based on the 50 Years Ended 1929, We Believe…
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Monthly DRIV Update
Our early estimate is that DRIV Core returned +1.87% in June and is up approximately +6.63% YTD. Below is a brief synopsis of DRIV’s positioning. Bottom line: We held our defensive positioning for the month. Equities ramped after the steep May sell-off. Macro conditions continue to worsen with regional PMI’s at near their worst levels…
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GRIFFIN INSTITUTIONAL ACCESS REAL ESTATE FUND ANNOUNCES SECOND QUARTER DISTRIBUTION
El Segundo, California (June 21, 2019) – Griffin Capital Company, LLC announced today on behalf of Griffin Institutional Access Real Estate Fund (NASDAQ: GIREX, GCREX, GRIFX, GLREX, GMREX) the second quarter distribution of $0.361 for Class A, $0.351 for Class C, $0.365 for Class I, $0.360 for Class L, and $0.357 for Class M, or a…
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ON MY MIND: US FED IN TOUGH SPOT AS MARKET CLAMORS FOR RATE CUTS
The US Federal Reserve kept interest rates steady at its June meeting; it emphasized its data-driven approach to policy decisions but noted it believes the case for lower interest rates to be strengthening. Franklin Templeton Fixed Income CIO Sonal Desai offers her take on the meeting, and why the Fed might actually be exacerbating market volatility ahead.…
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RPM INTERNATIONAL: WHERE OPPORTUNITY MEETS PREPARATION
At Diamond Hill, analysts pride themselves on developing deep industry knowledge, allowing us to act with conviction when an attractive, long-term investment opportunity presents itself. We believe this was the case with RPM International, a long investment we made in early 2018. Previously, I have written favorably about the coatings industry, as the industry’s main…
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Long-Term is Longer Than You Think
Investment time horizon is a critical concept in building wealth. Most investors have very long investment time horizons, typically decades or more. Investment managers also require long time horizons to deliver on their investment thesis. Finally, stock market volatility diminishes substantially over time, with a 75% decrease in variability for 10 years versus one year.…
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June mARKet Update Webinar
‘mARKet update’ | What We Discovered This Month We invite you to join our 30-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers a Q&A-based discussion on recent market developments, macro economics, and thematic investing in disruptive innovation. To register for our…
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Risk-on, but turning more defensive
Nuveen’s 2019 Outlook, published in early December, told investors to expect a tougher climb. Since then, we’ve experienced a selloff in stocks and other risk assets followed by a strong recovery in the first quarter. That might have been even a tougher climb than we envisioned, but the sort of volatility and uncertainty that investors…
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About Strategies Investor Segments Insights Resources Connect INSIGHTS Articles by Hilton Money and Politics SHARE FacebookTwitterLinkedInEmail Hilton CEO Craig O’Neill Talks Strategy on “Money & Politics”
Hilton Capital Management CEO Craig O’Neill recently spoke with “Money & Politics in Delaware” host Rusty Giles to discuss Hilton and its investing strategies. During this segment of the popular podcast, Mr. O’Neill describes what sets Hilton apart from other approaches to maintaining wealth and emphasizes the important role that it’s Economic Outlook plays in tactically adjusting its strategies. You…