Insights

What the future of exempt market holds

April 24, 18:51 - BY Tommy Baltzis

Last week an investor asked me what do I foresee in the future, and I answered him with a Robert Kennedy quote: “All of us might wish at times that we lived in a more tranquil world, but we don’t. And if our times are difficult and perplexing, so are they challenging and filled with opportunity.”

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The Death of the 60/40 Portfolio

April 24, 18:48 - BY Richard Bernard

Walk into any financial institution to meet a financial advisor and you will likely end up spending time answering a questionnaire to determine your expected return, risk tolerance and liquidity needs. This questionnaire will end up determining your portfolio’s asset allocation, which will...

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A Changing Landscape

April 24, 18:28 - BY Tommy Baltzis

The year is 2025. Ryan Smith a 45 year old with a law degree is working as a part-time barista at the nearest Starbucks. He and his family live in his parent’s home chained by the student loan he is trying to pay off...

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