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Expert insights unlocked
Simple, Timely, Unbiased
Our Experts
University
Professors
Finance, business and economics professors from a large selection of top schools
Wall Street
Pros
Active and retired fund managers, analysts and economists
Securities Fraud
Attorneys
Attorneys who specialize in securities fraud and investment professional misconduct
Government
Regulators
Active and retired staff from government agencies such as the SEC, FINRA, CFPB and others
How they help
Our expert network provides clear, unbiased insights into today’s most pressing investment topics. By asking the right questions at the right time, we uncover risks, clarify opportunities, and offer a second set of expert eyes on emerging financial products and platforms. The knowledge our expert panel provides empowers clients to better engage with their financial advisors, equipping them to ask the right questions, challenge assumptions, and make more informed, confident investment and general money decisions.
Examples
We provide timely, data-driven insights on topics that matter to investors, including:
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Appropriate investment benchmarks
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Asset allocation shifts during market turbulence
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Understanding financial advisor fees
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Bitcoin and other cryptocurrencies
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Private credit and private equity
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Small-cap stock strategies
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International investing
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Active vs. passive management
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And much more
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