High equity valuations resulting in declining stock prices, high inflation, and low bond yields. This puts advisors in a predicament if they are simply using a traditional stock/bond portfolio for their clients; take on more…
Category: Investing
In a recent capital market outlook, Merrill Lynch said "Real assets and Alternative Investments, for qualified investors, continue to look like attractive options to help mitigate rolling volatility and escalating geopolitical tensions." They go on…
Tesla stock has rocketed to the moon (maybe even Mars) over the past 5 years. The real question is, what is driving this stock price? It can't simply be electric vehicle production, because both Ford…
As we transition to Memorial Day weekend, here in America, we honor the fallen men and women that have made this country the land of the free and home of the brave. I still also…
After sitting down with a pretty astute investor the other day, he asked how exactly royalty companies worked and how they made money. It made me realize that most people have not been exposed to…
The greatest conductor of electricity known to man is now being compared to oil as a commodity needed to power the world in its transition to green energy/zero carbon emission. While this might seem out…
Inflation threatens both your purchasing power and long term wealth accumulation. What if your net worth is tied up in your business or your 401(k) and other retirement accounts, but you want to be sure…
Fine Art and Ferraris are not the only assets Ultra High Net Worth (UHNW) Investors seek out. In fact, a recent joint study by Deloitte and Credit Suisse, found the average UHNW Investor ($30M+) chose…