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Investing Principles: Lessons Learned from 20 Years of Wins, Losses, and Strikeouts

Mergers and Inquisitions

Ive said before that nothing on this site is meant to be investment advice. That said, my annual investment/market updates always get a lot of traffic, so I thought it might be interesting to follow up on this years update with more of an advice article. at $600K, but youll also have far more to invest.

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Arax Investment Partners Acquires Summit Wealth Strategies, Broadening Reach in Midwest

Global Newswire by Notified: M&A

The firm’s high-touch, relationship-driven approach aligns with Arax’s philosophy of empowering advisory firms to remain client-focused, while providing the infrastructure, scale and resources needed to enhance the client experience and free up more time for what matters most: deepening relationships and delivering exceptional advice.

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The charts show a tech breakout that can continue over the next 6-12 months, says Katie Stockton

CNBC: Investing

equity market proxies. This material is for illustration and discussion purposes and not intended to be, nor construed as, financial, legal, tax or investment advice. Since the April low, QQQ has outpaced SPY by approximately 7%, fueled by its heavier weighting in technology stocks that have led the recent rally.

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These two high-profile chip stocks look overextended, says Katie Stockton

CNBC: Investing

This material is for illustration and discussion purposes and not intended to be, nor construed as, financial, legal, tax or investment advice. Fairlead Strategies Disclaimer: This communication has been prepared by Fairlead Strategies LLC ("Fairlead Strategies") for informational purposes only.

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What the charts say will happen next with oil and energy stocks, according to Katie Stockton

CNBC: Investing

Oil services stocks have naturally been out of favor the past couple years while oil prices have trended lower, but they should outperform the broader equity market in the short term. This material is for illustration and discussion purposes and not intended to be, nor construed as, financial, legal, tax or investment advice.

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Chom Capital: Embodying the Principles of Sustainable Finance

Global Banking & Finance

Frankfurt-based Chom Capital GmbH is an owner-operated asset management boutique, licenced to conduct financial services in the form of investment brokerage, investment advice, contract broking and financial portfolio management.

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What is Private Banking and How Does It Work?

Razorpay

Exclusive Investment Opportunities Private banking clients gain access to investment products and opportunities not available to the general public, such as: Private equity and hedge funds. Alternative investments, including real estate, commodities, and luxury assets.