Many arguments have been presented regarding the inclusion of life insurance as an asset class in a long-term investment portfolio. However, none have been more convincingly expressed than those by Christian Kaplan, CFA, from Equitable. This article is inspired by Mr. Kaplan’s thought leadership and while his detailed explanations can […]
With the expected rise in interest rates on the horizon and growing inflation, economic experts are telling us NOT to expect the incredibly robust returns we have been experiencing in the market over the last years. In an article entitled Four Ways to Increase Returns Without Added Risk, the author […]
We have been beating the drum about generational wealth transfer for a very long time. We’ve written many articles discussing the inevitable generational wealth transfer and what RIAs should be doing to prepare for this event. We know that approximately $68 Trillion will be transferred by almost 45 million households […]
