Did you know the average person in the U.S. spends nearly half a day interacting with media?* This mass consumption creates information overload for many, and it’s a trend we’ve heard a lot about from our advisor clients. Many of our clients noted that investors are coming into meetings having consumed a lot of data points on investments, and are confused about the statistical terms commonly used. To help alleviate this issue, we’ve created the 361 University of Alts Educational Series.
- January 18, 2019
- November 28, 2018
After a somewhat calm third quarter, October and November have been rattled by 24 changes of at least 1% up or down in the S&P 500 Index. (For reference there was not a single 1% move up or down during the third quarter.) This uncertainty once again reminds advisors and investors that they should consider shifting their portfolios from participation mode to preservation mode.
- August 17, 2018
Morningstar recently published a paper titled “Liquid Alternatives Have Yet to Prove They Belong in Portfolios.” We have concerns with the analysis on multiple levels.
- July 20, 2018
As temperatures rise, sticky popsicle hands grapple for their pool towels and the markets continue to fluctuate like the ocean waves, now may be a great time to refresh your alternatives knowledge.
- November 02, 2017
While this is a bit of self-promotion, I recently wrote an article for Investment Advisor’s November issue, concerning the daunting challenge facing advisors today. That is, how to generate real returns sufficient to meet the needs of clients over the next decade or so, given stretched valuations across all major asset classes, while protecting against the inevitability of bear markets and black swans.