Energy continues to be the theme for Jerry Jordan, manager of the $110 million Jordan Opportunity Fund (JORDX).
The top-down strategy, which has been playing the energy sector to varying degrees for most of the past decade, is currently focused on select oil services stocks.
“It comes down
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The asset-based model is the default setting for many firms, but more creative thinking is needed to attract the next generation of clients.
Advisors hail traditional benefits of ETFs while trend toward aggressive equity exposure shows how 'soft landing has replaced recession.'
Martin Smith blends his advisory niche with an old-school method of rolling up his sleeves and making lots of cold calls.
PCE inflation data is at its lowest level in two years, but is that enough to stop the Fed from raising interest rates?
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