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Quarterly Commentary - Target Allocation ETF Models
This year’s trend of higher earnings growth for U.S. versus non-U.S. companies remains intact, and we continue to prefer the Technology sector given its relatively high cash-flow yield and low balance sheet leverage.
Model Portfolios: More Time to Focus on Client Relationships
Clients expect you to understand their goals and put the pieces in place to achieve them. On average, advisors spend 35% of their time managing and administering portfolios.
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