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Active Investments: Hope Springs Eternal Investing

Active Investments: Hope Springs Eternal

Hope. It is the only thing stronger than fear. A little hope is effective. A lot of hope is dangerous. A spark is fine, as long as it’s contained. A…
AdvicePeriod
AdvicePeriodMarch 15, 2017
The Most Important Asset Allocator: You Investing

The Most Important Asset Allocator: You

You—not any advisor—are responsible for deciding how much of your assets you spend for various advisory services, based on what you’ll receive in return. Your decisions will have a meaningful…
AdvicePeriod
AdvicePeriodDecember 20, 2016
Presidential Elections and the Stock Market Investor BehaviorInvesting

Presidential Elections and the Stock Market

Next month, Americans will head to the polls to elect the next president of the United States. While the outcome is unknown, one thing is for certain: There will be…
AdvicePeriod
AdvicePeriodOctober 13, 2016
3 Keys to Better Financial Advice Fiduciary Advisors

3 Keys to Better Financial Advice

First, addition by subtraction. Put down the Wall Street Journal. For crying out loud, shut off CNBC. Avoid financial salesmen who charge commissions, but call themselves “advisors.” These are all…
AdvicePeriod
AdvicePeriodSeptember 16, 2016
Proposed Regulation to Eliminate Estate Planning Discounts Estate Planning

Proposed Regulation to Eliminate Estate Planning Discounts

On August 4, 2016, the Treasury Department released Proposed Regulations that seek to eliminate valuation discounts for interests in family-controlled entities. The impact of these new rules is significant and…
AdvicePeriod
AdvicePeriodSeptember 2, 2016
The Road Less Travelled – the Power of Goals-Based Investing Investing

The Road Less Travelled – the Power of Goals-Based Investing

Would you ever set out on a trip without a clear destination? If so, you might have some fun along the way, only to end up going nowhere in particular.…
AdvicePeriod
AdvicePeriodAugust 11, 2016
A “Profit” No Investment Can Match Estate PlanningInvesting

A “Profit” No Investment Can Match

Would you be interested in a safe, 40% return in the stock market? If you have a pulse, the answer is yes. Obviously that kind of return is pure fantasy.…
AdvicePeriod
AdvicePeriodJuly 21, 2016
We’re One Of The Best Places To Work in LA Culture

We’re One Of The Best Places To Work in LA

AdvicePeriod. One of the best places to work in Los Angeles. Period. Just two years young, AdvicePeriod has been recognized by the Los Angeles Business Journal as one of the…
AdvicePeriod
AdvicePeriodJuly 13, 2016
Lower Taxes Through Technology Fiduciary AdvisorsInvesting

Lower Taxes Through Technology

As we approach the midpoint of the calendar year, many investors will pause in between backyard BBQ’s and fireworks to evaluate how 2016 has treated their portfolio. Most will start…
AdvicePeriod
AdvicePeriodJuly 5, 2016
The British are leaving! The British are leaving! Investor BehaviorInvestingNews

The British are leaving! The British are leaving!

No doubt each of us awoke to the news that the British have voted by referendum to exit the EU. Markets rallied late yesterday on the assumption that the British…
AdvicePeriod
AdvicePeriodJune 24, 2016
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    AdvicePeriod is a brand utilized by Mariner, LLC and Mariner Platform Solutions. Investment advisory services are offered through Investment Adviser Representatives (“IARs”) registered with Mariner, LLC or Mariner Platform Solutions each an SEC registered investment adviser. For additional information about including fees and services refer to each entity’s Form ADV Part 2A. Registration of an investment adviser does not imply a certain level of skill or training.

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