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Laying Down the Foundation for a Successful Business Transition

Growth Stocks Are Trumping Value Once Again

The run in shares of fast-growing firms is a reversal from last year, when cheap stocks enjoyed a rare stretch in the spotlight. Shares of fast-growing companies are leading the 2023 stock rally, but some investors say they don’t have much more room to run.

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Opportunities in the ETF Space: S&P 500 vs. Russell 1000

We prefer S&P 500 over the Russell 1000 because Russell contains some companies in the mid-cap range, says Craig Sarembock. He discusses what investors should pay attention to in 2023. He talks about looking for opportunities in the ETF space. He then goes over some trends to expect in the market in the new year….

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How to Help Clients Who Own Businesses in Declining Industries

If you have clients who are business owners, you’re probably used to discussing taxation, succession planning, and other intricacies. But what if their businesses are in declining industries? It happened a lot during the pandemic—businesses that failed through no fault of their owners. So how can advisors help these clients weather the storm?

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