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When the Bull Market Ends: Preparing Your Portfolio

calendar_today June 28, 2017

For eight years, we’ve enjoyed a bull market, flexing its muscle and heading nowhere but up. How much longer can this continue? All good things come to an end, and market cycles are no different. A typical bull cycle lasts four to five years, so a downturn or bubble burst is reasonably overdue. A simple […]

Speak to anyone who currently has teen or preteen children, and many of them will tell you that their kids spend an inordinate amount of time staring at the screen of their smartphone or tablet. In many ways, that 2-D world has overtaken their personal interactions with 3-D people...

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Overcome the Challenges of Investing in Private Funds

calendar_today June 19, 2017

Private funds can be a very effective vehicle for diversifying an investment portfolio. Alternative assets such as private equity, venture capital, real estate, hedge funds and fund of funds can provide uncorrelated strategies and returns. However, unlike a mutual fund or other liquid vehicles, getting into a private fund hasn’t been easy for the individual […]

Speak to anyone who currently has teen or preteen children, and many of them will tell you that their kids spend an inordinate amount of time staring at the screen of their smartphone or tablet. In many ways, that 2-D world has overtaken their personal interactions with 3-D people...

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The Advantages to Outsourcing Fund Management and Administration

calendar_today June 14, 2017

Participation in alternative investment feeder funds or fund of funds can be mutually advantageous strategy for wealth managers and their clients. Wealth managers provide access to institutional alternative assets, and clients get uncorrelated strategies and returns. However, of all the roles a wealth manager fulfills – client services, portfolio management, financial and estate planning, business development – fund […]

Speak to anyone who currently has teen or preteen children, and many of them will tell you that their kids spend an inordinate amount of time staring at the screen of their smartphone or tablet. In many ways, that 2-D world has overtaken their personal interactions with 3-D people...

Read More

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