Tuesday, April 1, 2025
Book Review: Themes in Alternative Investments
Themes in Alternative Investments. 2023. Shaen Corbet and Charles Larkin, eds. De Gruyter. The alternative investment space continues to grow...
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The 4 Best Types of Rental Properties for New Investors to Buy in 2025
So, you want to invest in real estate…but where should you start? What’s the best type of rental property for...
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Net Worth Optimization: A New Era of Personalized Risk Optimization
Since Harry Markowitz developed modern portfolio theory’s mean-variance optimization (MVO), financial advisors and wealth managers have been confronted with a...
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Embracing Opportunities: Women in Wealth Management on International Women’s Day
As we celebrate International Women’s Day, it is essential to reflect on the strides made by women in various sectors,...
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Book Review: Buffett’s Early Investments
Buffett’s Early Investments: A New Investigation into the Decades When Warren Buffett Earned His Best Returns. 2024. Brett Gardner. Harriman...
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100% Bonus Depreciation Could Return This Year
Real estate is one of the most tax-advantaged investments in the country. With bonus depreciation, opportunity zone investing, 1031 exchanges,...
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The Alternative View: 401(k) Plans Are Better off Without Private Investments
The debate over the inclusion of private investments in 401(k) plans is a hot topic in the investment community. With...
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