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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…

Exiting to Opportunity

Contributed by: Lewis J. Walker, CFP® Listening to music on internet radio post-Thanksgiving, “Auld Lang Syne” popped up, emphasizing how close the New Year is! At midnight on 12/31 as December fades to January, a year ends, a new year begins. What will you leave behind? What new undertaking will you commence? In business and…

Planning for Chaos

By Lewis J. Walker, CFP® What does chaos and tragedy tell us about personal planning? How do we deal  with the philosophical questions posed? It’s an age old question: “Why does God permit the righteous to suffer and the wicked to flourish?” In writings dating from 605-597 B.C., the prophet Habakkuk complained, “How long, O…