Profiting from Inflation, Volatility and Uncertainty
March 29, 2022
A guide to seven insightful ways to profit from inflation, volatility and uncertainty in the current market environment.
Broker versus Advisor – Five Key Distinctions
February 17, 2022
This article explores five important distinctions between a broker versus a fiduciary registered investment advisor. It covers the differences in fiduciary standards, compensation structures, conflicts of interests, investment costs, asset protection and the range of investment options and ideas.
60/40 Asset Allocation is Dead on Arrival – Alts Fill the Void in 2022
January 24, 2022
This article explores the impact of adding alternative investments to private client portfolios. It examines the typical endowment, foundation and ultra-high-net-worth investor asset allocations and argues that financial advisors explore similar strategic allocations for their clients.
Five Hidden Tax Strategies to Use Now
November 14, 2021
This research note explores my thoughts on the state of economy and tax policies and puts forth timely ideas on how private client investors can
Opportunity Zone Hypothetical After-Tax Return
November 14, 2021
Below is an illustration of the hypothetical after-tax return of an investment in a Qualified Opportunity Zone Fund versus a traditional taxable investment. This shows