There are few things more fun to me than hitting the record button and talking markets and investing with some of the most genuinely funny and insightful people I know.
The last few weeks have been a blast sharing stories and chopping it up on the podcasts hosted by some of my favorite industry colleagues and friends.
UniFi by CAIA™
As alternative investments continue to broaden in their accessibility and play a more meaningful role in the portfolios of the future for individual investors, financial advisors will by necessity need to develop their competencies in this arena.
It is with that notion in mind that I am proud to announce I will be serving on the advisory council of UniFi by CAIA™, a just-announced learning platform dedicated to educating the private wealth management industry on alternative investments.
Making Alternatives Feel Less...Alternative
A portfolio that works great on a spreadsheet is of no use if the end recipient lacks the confidence, understanding, and/or patience to stick with it until it bears fruit.
Truly diversifying alternative investments can be a valuable arrow in the allocator's quiver in meeting investor objectives and delivering successful outcomes. That being said, the experience of owning them can be difficult at times.
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