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Barron’s “3 Ways to Use ETFs to Personalize Your Portfolio”

Barron’s “3 Ways to Use ETFs to Personalize Your Portfolio”

Dan Ludwin & Dalal Salomon share thoughts on, “3 Ways to Use ETFs to Personalize Your Portfolio” with Barron’s Magazine July 9, 2019 “Our clients need the checks to keep coming in the mail,” says Dan Ludwin. “It’s difficult to do that when, procedurally, a money...

Barron’s “19 Top Advisors Reveal Their Best ETF Strategies”

Barron’s “19 Top Advisors Reveal Their Best ETF Strategies”

Dan Ludwin & Dalal Salomon featured in Barron’s article: “19 Top Advisors Reveal Their Best ETF Strategies” May 3, 2019 “It allows us to not just think about investments, but also about specific clients and their needs, as opposed to thinking about hiring or...

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