30 Days/30 Ways: On Navigating The Growing World Of Choices For Client Portfolios

How do advisors navigate all the client portals?

The great value in simplicity is that the client can personally identify with the investment approach.

They have become increasingly attractive as real estate prices climb.

Equine exposure should be done outside the core portfolio, using discretionary funds.

High-risk, highly concentrated funds may not be for everyone, but they can fill a niche.

Many advisors want nothing to do with cryptocurrency.

Often derided, a small amount of the precious metal can help clients diversify.

Advisors can differentiate their practices by helping clients help communities in need.

Some clients may demand more evidence of actual outcomes.

Even alternatives must be readily convertible to cash.

If one day’s immersion in world news teaches us anything, it is that risk is not just a game.

A proliferation of ETFs raises the stakes of distinguishing between passive and active. It's smart to be a little skeptical.

Sometimes it makes sense to pay more.

With so many choices available, it can be tough to cut through the noise. Here's how.

Some experts say the advantages are oversold.

Self-directed IRAs can provide solid returns and tax protection.