Why Liquidity is Not Equal to Risk in Investing

One of the most common misconceptions in investing is that liquidity is synonymous with risk. This is just not true. In this article we dive into the reasons why risk is more related to diversification, time horizon and the specifics of the underlying investment.

Three Steps to Engage the Next Generation of Investors

Next gen investors have very different expectations and needs than their parents. In this blog we discuss best practices for delivering an investing experience that meets the evolving expectations of this generation.

Understanding a Schedule K-1

The K-1 is an important document that investors should understand to properly report their investment income on their personal tax returns. This form is used to report each partner’s share of income, deductions, and credits for tax purposes.

Why is renewable infrastructure a compelling and defensive asset class?

Renewable infrastructure is an asset class that many investors are starting to incorporate in their portfolios due to its compelling risk and return characteristics. The asset class provides both compelling returns as well as many defensive characteristics through multiple market cycles.

New Tool: How privates can enhance returns

We created what we think is a handy new tool to evaluate how private markets investments could influence your portfolios over time. This tool allows you to set a traditional portfolio like a 60/40,  60% traditional stocks and 40% traditional bonds, and then review hypothetical returns as if you would have been invested in private markets over the last 20 years. 

What is estate planning & why is it important

Estate planning refers to the process of arranging for the transfer of an individual’s assets and properties upon their death, in accordance with their wishes. The process typically involves creating legal documents such as wills, trusts, powers of attorney, and advance directives that outline how the individual’s assets will be managed, distributed, and protected after they die.

What is diversification and why is it important

When it comes to investing, one of the most important principles is portfolio diversification. Diversification is an investment strategy that involves spreading your money across different asset classes and securities such as stocks, bonds, commodities, real estate, infrastructure, private debt, private equity and cash equivalents.

The Importance of Behavioral Finance in Investing

Understanding behavioral finance can be the difference between poor returns and great ones. In this blog you will learn how to recognize your own bias and those of investors in which you allocate capital. Then take steps to mitigate these biases in the future.

6 Steps to Jump Start Your Finances in 2023

Make 2023 a productive year for your finances by reviewing your financial goals. This means taking stock of your investments, budget, debt and taxes. Here are a six steps to get you started.

The Magic of Compounding Returns

Compounding is the most powerful tool in long-term investing and Albert Einstein once referred to compound interest as the “eight wonder of the world” given its ability to exponentially increase the value of investments over long periods of time. In this blog we will show you the math behind compounding returns and why it is so important for meeting long-term financial goals.

Benefits of Tax Loss Harvesting

Tax loss harvesting is a practice of offsetting capital gains taxes by selling investments at a loss and using the losses to reduce taxable income. When done strategically, tax loss harvesting can help investors save money on taxes. In this blog post, we will discuss how to maximize your returns through tax loss harvesting.

Charitable & Family Giving

Giving is a powerful tool for individuals and families to have a positive impact or create a legacy. If done right, it also provides estate and tax planning benefits. Learn more about these benefits and ways to utilize gifting in this blog.

HSA Plan Investing: A Hidden Retirement Planning Gem

Unlike a flexible spending account (FSA), the funds in an Health Savings Account (HSA) roll over to the following years when not spent. These are likely the best and least known place to stash away capital for retirement and get rewarded

Best Alternative Investments for Inflation

top alternative investments

Discover an aggregated list of investment opportunities that both provide diversification to traditional stock and bond portfolios while also possibly protecting investors capital during inflationary periods.

The 60/40 Portfolio Decline & Top Alternatives

Decline of stocks

Learn why the 60/40 portfolio has underperformed investor expectations and the potential opportunities in private markets to better diversify portfolios, enhance returns, and meet client goals.