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Will hedge funds go the way of the 1960s’ era of performance funds?
Still waiting for clues that the rally is ending—though warning signs may or may not necessarily materialize.
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Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
July 31, August 7, 14, and 21, 2025
AI Marketing for Advisors
Begins October 23, 2025