Morning Memo
 
Wealth Management Morning Memo

MARCH 9, 2022

FIXED INCOME

Are All SPACs Wild Speculation?

Pre-merger SPACs actually can be one of the safest investments in a portfolio by capitalizing on their fixed income nature, rather than their high-flying risk–reward attributes.

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RPA EDGE

DOL, SEC Cybersecurity Regulations: Divergence or Convergence?

‘The temperature is rising on the quality of cybersecurity risk for registered investment advisors, whether they are in the DOL space or not.’

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SPONSORED CONTENT

Building Your Best Practice on Your Terms

Managing your practice, your way. Sounds nice, doesn’t it?

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REAL ESTATE

Publicly-Traded REIT Earnings Jumped 24.6% in 2021

Impacted by global uncertainty, publicly-traded REITs' total returns have started the year slow despite strong news during fourth quarter earnings results.

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EQUITIES

Buy-and-Hold Has Lost to Every Single Chart Model in 2022 Stock Market

If you heeded the directional movement indicator, bought on fear and sold on greed, or took signals from an exponential moving average, you did better than doing nothing.

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