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There are many investment books written each year. Without digging in and reading each and every one how do you know which ones are best?
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They don’t always make sense, but somehow, certain words or phrases always become popular and are often over-used.
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All signs point to changes ahead. Many believe we're entering a sustained bear market - are you prepared to talk to your clients about it?
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2018 brought significant fluctuations in the market. Despite those challenges, wealth management remained one of the strongest sectors of financial services.
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Income investors have seen their share of tough times, but they are seeing improvements in that bond yields have climbed this year.
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Kathryn Morrison, CEO, founder of SunStar Strategic participated as a panelist addressing “How Demographics Drive Change – Women and Millennials” at the Tiburon CEO Summit XXXV.
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SunStar’s president & CEO Kathryn Morrison recently spoke at Tiburon’s CEO Summit XXXV held in San Francisco, California on October 8 and 9, 2018. The event drew more than 200 C-level attendees.
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SunStar partnered with Discovery Data on an exciting months-long research project and the results are in!
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SunStar's Kathryn Morrison released the exciting results of the joint research project with Discovery Database at today's Tiburon CEO Summit XXXV in San Francisco, CA, October 2018.
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Periods of volatility and uncertainty are the best times to communicate with your investors.
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Morningstar’s John Rekenthaler convened a panel of experts to discuss active management.
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The Morningstar Quantitative Rating was launched last year. They took a hard look at how the rating has performed thus far.
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In our most recent podcast SunStar Strategic's, Jake Oxley, interviewed Sandra Powers Murphy, CEO of Noble Ark Ventures.
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Investors have embraced the new model of low-cost, passive investing and are turning away from high-cost active funds.