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THROW OFF THE CHAINS OF WALL STREET

Heightened volatility in the equity markets and low bond yields have made investment success challenging for many investors, and the future doesn’t hold much promise in the public markets. A recent report by Deutsche Asset Management’s Quantitative Strategies Group forecasted that the long-term (20 years) forecast for the U.S. equity markets is considerably lower than the historical returns of the 1980s and 1990s.

With these lower return expectations, what is an investor to do with heightened return requirements given inflation and the other economic factors increasing financial demands when they retire?

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Why Your Asset Allocation Strategy Needs Adjusting

Did you know there is a vast discrepancy between how individuals and institutions allocate their investment capital?

According to the 2017 American Association of Individual Investors Asset Allocation Survey, the average individual investment portfolio consisted of about 66% equity, 16% fixed income, and 18% cash. While individual portfolios are highly skewed in the direction of equities, the same does not hold true for large institutional investors such as college endowments or pension plans whose asset allocation models look quite different.

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The Exclusive World of Private Investing

Some Americans are getting seasick from Wall Street volatility and are looking for alternative investment options. You may be considering alternative investments as well for placing and growing your money.

But, where to start?

Start where the wealthy put their money. Institutions, such as hedge funds and university endowments, as well as ultra-wealthy investors have long invested in private markets as an alternative to the stock market since growth and returns in the private markets have outpaced those in the public market.

Tax Strategies of the High Net Worth Investor

Just as in sports, the wealthy know that for growing or maintaining wealth a good defense is just as important as a good offense.

In financial terms, for growing wealth, not only is it important to increase income but it’s equally important to protect that income from the IRS.

Just as zealous as the wealthy are about growing their proverbial “pot,” they are equally fervent about defending that pot from being chipped away by taxes.

Why you Shouldn’t Plan for Retirement

2019 is here and let’s go counter-intuitive.

Don’t plan for retirement.
In the world of finance, there are two types of financial advisors, financial planners whose goal is to help customers get ahead and wealth managers who assist those who have already made it.
Financial planners primarily assist with lifestyle planning, including budgeting, college, and retirement. Most of their clients are middle class.

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