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Communicate Your “Why”

Communicate Your “Why”

Marketing Intent Communicate Your “Why”  Understanding and communicating the fundamental reasons behind your firm’s investment strategy—the “why”—is not just beneficial,...

Marketing Intent: Get 20+ experts for your marketing budget

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Blue Vault Begins Publishing Q2 2023 Performance Reports

Blue Vault Begins Publishing Q2 2023 Performance Reports Blue Vault began publishing Q2 2023 NTR and BDC Individual Performance Reports today with the release of the following nontraded REIT pages: CNL Healthcare Properties Q2 2023 Healthcare Trust Q2 2023 Highlands...

Investing For Grownups: Why Asset Allocation Matters

Where you invest is important, but the amount you invest in each type of investment is also significant. Advisors traditionally recommend a 60/40 investment portfolio. This means that 60% of investments are in stocks and 40% in bonds, or 60% is at higher risk than the other 40%. However, history tells us that this traditional model of investing in stocks and bonds is not as effective as the model that endowments (think Harvard and Yale) use. Over the last 30 years, the average return in the US for someone using the 60/40 model is 8.2%, not bad. But, the Endowment Model Yale earned 13.1% over the same 30 years…

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