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Why Many Firms Are Ill-Equipped to Handle Alternative Investments

By Clive Slovin   In the coming months and years, it’s likely that alternative investments will begin to play a more prominent role in client portfolios. Though interest rates are on the rise, they remain relatively low. So, even as traditional fixed-income vehicles may become a bit more attractive going forward, investors will likely still…

Bigger isn’t always better when it comes to alternative investments

By Clive Slovin, President & CEO, SFA Partners In recent years, retail alternative investment products, along with the companies that package them, have come under siege from regulators, investors, the press and even some advisers. None of this is a secret, and, quite frankly, some of the criticism has been well-deserved, as we’ve seen offerings…

SFA Partners Adds Strategic Blueprint

APRIL 19, 2018 • JADAH RILEY Strategic Blueprint LLC, an Atlanta-based registered investment advisor, announced it has joined SFA Partners’ family of financial services companies. SFA Partners is a master brand that encompasses the enterprises that are wholly owned by SFA Holdings, which comprises The Strategic Financial Alliance, an Atlanta-based independent broker-dealer significantly owned by the independent…

What to Consider Before Recommending Alternatives to Clients

By: Clive Slovin It was another banner year for the equities markets in 2017, with anyone who had broad exposure to stocks likely very happy as we kick off a new year. While it’s always challenging to predict the future, the current landscape suggests that 2018 could once again be very favorable. The story for…

A Black Monday Redux?

Contributed by Lewis J. Walker, CFP® The headline startled: “Dow plummets…on a wave of panic selling; 22% drop exceeds worst day in 1929.” The date was Tuesday, October 20, 1987, and the front-page above-the-fold story in the Minneapolis-St. Paul Star Tribune chronicled the carnage on Wall Street on what became known as Black Monday. My…

Why $1 Million Aint’ What It Used To Be

Contributed by: Lewis J. Walker Inflation does a number on your wealth. Time was that having $1 million meant you were rich. Lewis Walker, a financial planning and investment strategist at Capital Insight Group in Peachtree Corners, Ga., explains what you can do to combat a wealth shortfall: A report from Boston Consulting Group focused on the growing global wealth gap.…

Fruits of Creative Destruction

Contributed by Lewis J. Walker, CFP® In his 2001 Chairman’s letter during the “tech wreck” market downturn, Warren Buffett observed, “Only when the tide goes out do you discover who’s been swimming naked.” To extend the swimming analogy, if a business leader or company gets caught in a rip current of change, some will just…