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Behavioral Finance
Win the day
This piece is approved to use with clients.
As a child, my father (himself a financial advisor) had a single obsession—paying off our house.
Alternative Investments
Alternative Investments: Myths & misconceptions
This piece is approved to use with clients.
A lot of misunderstanding surrounds alternative investments. Some investors still think of them as high-risk, exotic funds reserved for ultra-high-net-worth individuals and institutions. However the reality is that alternatives have a place in nearly every portfolio.