Equities

Rather than worrying about having 'too many eggs in one basket,' focus on creating a basket that protects those valuable eggs.

A de-SPAC or blank-check deal related to the Trump Media & Technology Group would hand the former president new-found wealth.

Brian Andrew, the recently appointed chief investment officer at Merit Financial Advisors, provides a peek inside the $10 billion RIA’s model portfolio.

The Advisor Sentiment Index, relaunched in January, suggests financial advisors are much more optimistic about the state of the stock market than they are about the broader economy—though most expect the economy to catch up over the next year.

Public equities dipped to 29% of the average total assets in family offices surveyed, down from 31% in 2020, according to KKR's Family Capital report.

Carlyle Group followed the lead of larger rivals KKR and Apollo Global Management by tying the pay of dealmakers and senior employees more closely to investment outcomes. 

Through mutual funds, ETFs, target date funds and direct stock ownership, 168 million Americans have exposure to publicly traded REITs.

They've invested their savings in stocks.