Another week brought another record close for equities. The S&P 500 Index increased 1.2% for the week (1), notching a new high, but investor attention appeared to be focused elsewhere. Low levels of market volatility, a pickup in M&A activity, a ...
Interval Fund Investing - Mutual Fund Access to Alternative Investments
The global financial crisis has caused an important structural shift in investor preferences towards alternative investments and away from more volatile equity markets. In a...
A popular lemon-lime flavored soda once adopted an advertising slogan positioning the product as the “uncola.” That slogan was powerful in the 1970s to set the product apart – and can have value for us today when it comes to retirement planning...
Under the RIA hybrid model, a financial advisor is affiliated with a broker-dealer for their commissionable business and conducts fee-based business through an outside RIA. Maintaining a broker-dealer affiliation allows advisors to provide clients...
Often, donors and others can be quick to try to make a distinction between “good giving” and “bad giving.” “Good giving” supports programs that are high-impact, low-overhead, and focused on root...