balanced rock philosophy, fees & expenses, fiduciary standard Daniel Flannery, CFA 10/23/14 balanced rock philosophy, fees & expenses, fiduciary standard Daniel Flannery, CFA 10/23/14

A War of Words - Fiduciary vs Suitability

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balanced rock philosophy, fees & expenses, investment management Daniel Flannery, CFA 8/26/14 balanced rock philosophy, fees & expenses, investment management Daniel Flannery, CFA 8/26/14

Your Actively Managed Funds Are Unnecessary, and Worse

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balanced rock lifestyle Daniel Flannery, CFA 7/28/14 balanced rock lifestyle Daniel Flannery, CFA 7/28/14

Why Farmers Markets? Because Our Votes Count

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investment management, socially responsible i... Daniel Flannery, CFA 10/7/13 investment management, socially responsible i... Daniel Flannery, CFA 10/7/13

Understanding Socially Responsible Investing (SRI), Sustainable Investing, ESG and Impact Investing

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investment management Daniel Flannery, CFA 7/23/13 investment management Daniel Flannery, CFA 7/23/13

Rebalancing Portfolios for Better Returns & Consistent Risk Management

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fees & expenses Daniel Flannery, CFA 7/3/13 fees & expenses Daniel Flannery, CFA 7/3/13

Why You Need to Care About Investment Fees & Expenses

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Uncategorized Daniel Flannery, CFA 2/12/13 Uncategorized Daniel Flannery, CFA 2/12/13

Welcome!

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