In late 2023, the investment committee of a mid-sized university endowment reviewed their portfolio allocation strategy with mounting concern. Their traditional 60% equity and 40% fixed income..
Author: Daniel Mercado
The Role of Real Assets in Estate Planning: What Wealth Advisors Discuss with Multi-Generational Families
The Great Wealth Transfer and the Evolution of Estate Planning The American economy stands at the threshold of the largest intergenerational wealth transfer in history. According to..
Five Portfolio Diversification Strategies Financial Advisors Discuss with Investors: A Data-Driven Analysis
When Valuation Metrics Signal Strategic Portfolio Review The past decade has treated equity investors remarkably well. The S&P 500 has delivered strong returns that have compounded wealth..