The popular author and financial advisor weighs in on major market trends of last year, and takes a (speculative) peek ahead.
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Investors have plenty of choices to gain exposure to the Magnificent 7, depending on how much risk or reward they choose to take.
The famed Wharton School economist points to sky high valuations and a possible sector rotation.
The index investors consider as a basket of blue chip stocks has taken a hard turn toward growth, and away from mature dividend stocks.
Investors are pivoting away from the Magnificent Seven, favoring the rest of the S&P 500.
The SEC charged the asset manager with misleading clients over changes to its retirement funds, leading to higher tax bills for investors.
Adoption of the cryptocurrency has outpaced other transformative technologies like the internet and mobile phones.
The chief growth officer is at the forefront of preparing RIAs to grow their businesses and train advisors for the future.