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SFA Partners uses flexibility and intensive due diligence to power its niche in alternatives. A 25-advisor firm that’s partly owned by its representatives is competing — and, in most cases, beating — its much larger rivals in terms of productivity. One factor is its openness to closed-end funds. The 48th-largest firm, SFA Partners generated the…
This year, the stock market has seen large upward and downward shifts. On Monday, August 5, 2019, the stock market reported the worst trading day of the year. This downward shift has some investors worried that another recession could be just around the corner. Other investors see this as a chance to invest in the…
We are honored to present an article published in ThinkAdvisor by Jean Merriman. This article comments on her ideas to help ensure your due diligence is up to par. As investors look for more aggressive instruments, advisors need to be confident that they and their clients are protected. Independent financial advisors have warmed up to…
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…
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…
In light of the possibility of Tesla going private, SFA Advisor, James Gambaccini, with Acorn Financial Services, discusses the profile of the typical Tesla investor in this CNBC article.
A number of years ago my wife and I considered remodeling our house after living there for two decades. Major changes were needed, but we loved the location and the associated memories. However, after going through a comprehensive design and planning process to see what could be done, it became obvious that any renovations wouldn’t…
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…
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…
Contributed by Lewis J. Walker, CFP® If you were born in 1966, you are or will be age 50 this year. The T-shirt proclaimed, “If you haven’t grown up by age 50, you don’t have to.” Well, yes, you do, if you don’t want to be knocking on your kids’ doors begging for support in…