No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
After 40 years of stock picking, a savvy advisor decides that it's the illiquidity characteristics of his small-cap stock picks that have provided him with a big chunk of the alpha he's been able to produce.
Learn from a variety of experts, then pinpoint and foster a style that suits you. This stock-picking veteran describes 18 beneficial stock situations and conditions that have stood the test of time.
This veteran advisor and his partner discover research that backs their longstanding investment approach.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024
Chicago
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 13–16, 2024