Tony Davidow, CIMA®’s Post

On one of my favorite topics, democratization of alternatives, Tony Davidow, CIMA® again artfully explains the virtues of the registered alternative fund (without creating a false binary)!

While the evolution of registered funds has helped to democratize access to the private markets, they haven’t replaced the first-generation drawdown structure. Find out more from Franklin Templeton Institute’s Tony Davidow. https://lnkd.in/ePkUQCMm. Stephen Dover Dave Donahoo, CFA Daniil Shapiro, CFA Nick Veronis Patrick McGowan Jackie Klaber Neil Blundell Matthew Brancato, AAMS ® Steve Uhen Jonathan Kingery, CFP®, AIF® Jeff Masom, CFA® John L Bowman, CFA Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP William J. Kelly, CAIA Matt Brown Rick Schaupp Julia Giordano, RMA® Richard Byrne #alternativeinvestments #privatemarkets #assetallocation

While the classic and well-known mix of 60 percent equity and 40 percent bond investing equation is reliable and has historically performed well, the vehicles that comprise that mix can be anything but traditional. Ullmann Wealth Partners’ own Managing Partner and Director of Investments, Brian James, CPWA®, recently spoke with Fortune about how the 60-40 portfolio has evolved.   Read the article:  https://lnkd.in/dQjgyTBD   #investing #financialadvisor #wealthmanagement #financialservices

Reflecting on the past year's market success, Senior Financial Advisor Paul Camhi, CFP® CIMA® shared his forward-looking approach to investing, advocating for the inclusion of alternative investments within a diversified portfolio. He told InvestmentNews, "owning alternative investments as part of a properly diversified portfolio makes sense," emphasizing their strategic value over tactical, short-term gains. Read here: https://lnkd.in/eYrRWDfi #Investments #Diversification #Markets • • • Disclosures: https://bit.ly/3mbVpPA

For years, the only way to 5% was by sacrificing liquidity, using leverage, or reaching for yield in lower quality fixed income—but now, that is not the case. My Johnson Financial Group colleague portfolio manager Brian Schaefer shares in this week’s investment commentary, how income investing has changed. #InvestmentCommentary #IncomeInvesting

In this article I’m arming you with information and insights to successfully whip your investment portfolio into shape and secure your long-term financial future. Welcome to the third installment of Investor Boot Camp 2024. https://lnkd.in/gr7hRiMJ #PaulMerriman #Soundinvesting #mutualfunds #investing #indexfunds #personalfinance #financialeducation #financialplanning #investments #Marketwatch

In this article I’m arming you with information and insights to successfully whip your investment portfolio into shape and secure your long-term financial future. https://lnkd.in/gr7hRiMJ #PaulMerriman #marketwatch #Soundinvesting #mutualfunds #investing #personalfinance #financialeducation #financialplanning #investments

Head of Securities, Wendy Myers addresses common questions that young investors frequently ask when commencing their investment journeys, specifically focusing on considering an equity portfolio in your overall financial plan. Read the full article on COVER Publications: https://bit.ly/3xTdUxY

My experience as a professional financial planner and investment advisor at The Rosamond Financial Group has taught me that patience, flexibility, and carefully planned strategies are all crucial components for investing in an uncertain market. Here are my tips for navigating dynamic financial landscapes.

The past week has witnessed a surge in volatility across investment markets. Justin Rourke, Head of Advice at Armstrong Watson Financial Planning & Wealth Management, and Richard Cole, CFA, Fund Manager at Future Money, give commentary on the combination of factors that has lead to the turbulence... https://lnkd.in/ewWG7zmt #investment #markets #financialplanning