Asset Classes

I’ve had family and friends ask me about Bitcoin lately.  I’m not surprised as the broader media picked it up that Bitcoin reached $100,000 in price.  Since people I care about wanted to know what I thought, I felt the need to provide a note about it.  As always, this isn’t advice, it’s just my

Just a reminder that I’m personally not a fan of investing in gold. I prefer investments that can generate cash flow directly and am less interested in hoping for price movement on assets. Gold doesn’t generate cash flow directly, so I don’t invest in it. It doesn’t mean I don’t pay attention to it or

I’m part of a group that tries to make financial advisors better by sharing insights with each other. The topic came up in regards to how other advisors view international equity exposure. Some advisors had a heavier international allocation, others had very little, and one advisor claimed that international investing was a “scam”. PSA: Off

Private funds are generally a pooling of investors’ assets into a fund that an investment manager takes to invest in different asset classes. These private funds often invest in illiquid investments, including real estate, non-publicly traded companies or special debt/bond agreements. Historically, these private funds were only available for higher net worth individuals that met

I recently had a call with a representative from an investment strategy that focuses on investing in mining companies equities. This fund manages almost $2 billion in assets. I’ve covered precious metals and precious metals equity funds for a while. Investing in gold never made sense to me. Based on my experience, I’ve come to

I recently met a new couple at a party this last weekend. In our group, the husband of the new couple asked what we all did for a living. When I stated that I was a investment portfolio manager at a wealth management firm, he came back to me in front of the group and