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David R. Evanson

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Topic

Separate accounts: Be careful what you wish for

Separately managed accounts are one of the few bright spots in the asset management business. While mutual fund…

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Investors’ behavior can be sooo predictable

If you give some gamblers cards and allow others to pick their own, do they value them differently?…

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Market advances, tax changes make now a good time to cash out and leverage losses

Seth Morris, a software salesman who lives in Washington, doesn’t like to talk about the losses in his…