Investment insights

It's not just for December, but a smart approach throughout the year.

How do advisors navigate all the client portals?

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.