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)!

Please check out my latest Alternative Allocations blog which highlights my recent interview with William Dillard, CFA, CAIA of Mercer. In the blog, we explore lessons learned from institutional investors. John L Bowman, CFA Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP Stephen Dover Dave Donahoo, CFA Howard Margolis Matthew Brancato, AAMS ® Steve Uhen Daniil Shapiro, CFA Neil Blundell Matt Brown Alex Cavalieri Julia Giordano, RMA® Jennifer Ball Bill Duffy Craig Pfeiffer CAIA Association Investments & Wealth Institute Scott Welch, CIMA® George Szemere, CAIA Denis Tumbuelt #alternativeinvestments #privatemarkets #assetallocation

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

Private Wealth Advisor Joseph W. Spada, CFP® is an ardent believer in putting your money where your mouth is. With approximately 30% of his portfolio in private markets, Joe maintains that alternatives offer a strong opportunity for investors. According to him, it's critical that advisors learn the ins and outs of private markets to explain the advantages and potential risks to clients in a way that’s easy to understand. Read more about the asset class in Gregg Greenberg’s latest piece for InvestmentNews: https://lnkd.in/eYrRWDfi #SummitStrong #Alts #PartneredIndependce #Culture #privatemarkets #alternativeinvestments

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

Supercharge Your Investments: How ETFs Can Help You Reach Your Financial Goals! #alternativeassets #alternativeETFs #diversification #diversifiedportfolio #equityETFs #ETFs #exchangetradedfunds #Fees #financialadvisor #fixedincomeETFs #investmentdecisions. #investmentstrategy #liquidity #longtermfinancialgoals #tradingvolume

"Passive investing and ETFs (Exchange-Traded Funds) are gaining traction among UK investors, thanks to their low costs and diversification benefits. 📊💰 These trends are reshaping the investment landscape, making it easier for individuals to grow their portfolios!" #InvestmentTrends #PassiveInvesting #ETFs #FinancialLiteracy #UKInvestors #Diversification #SmartInvesting #Finance #InvestmentStrategy #WealthBuilding

For people who love lists (I do!)🤚, Ben Carlson’s piece below best summarizes how I think about money management, the psychology of it, and the life lessons it provides. Hands down the best & most relatable common sense article I’ve ever read about one’s finances. #simplenoteasy #wisdom #attainablegoals

Do you have any young investors (or would-be investors) in your life? Would you like to help them learn about saving and investing in an engaging way? Fidelity Canada offers a slate of videos to help young people learn general concepts including Setting Goals, The Power of Compounding, Asset Classes, How the Markets Work, and much more. Check it out! #investing #financialliteracy