Twelve points Blog
Financial Media: Is it Time to Turn it Off?
Most people would argue that living in a digital world with instant access to an endless stream of information has made us smarter and more self-empowered than past generations. Investors believe that it has “leveled the playing field”, enabling them
Equity Allocations in 401(k)s
While stock allocations are often high in 401(k) plans due to the typically long-term time horizon of 401(k) investors, we have recently observed higher-than-usual stock allocations in general, and very high U.S. stock allocations in particular. The high
Defense Wins Championships: Alternatives “For The Win”
An important part of our investment due diligence process involves attending industry conferences and investment manager showcases. Earlier this summer, I was pleased to hear that an upcoming showcase, which was co-sponsored by a few local investment
The Cold Call That Changed My Life
Let me set the scene here. It was at the beginning of my career, and I was a 22-year-old female Financial Advisor at Morgan Stanley, where the average advisor at my office was 45, white, male and had an established clientele.
Why Alternative Investments Should Be a Core Part of Your Portfolio
During his monthly segment as financial reporter for Radio Entrepreneurs in April, Manny Frangiadakis spoke with program host Jeff Davis about alternative investments. Their discussion covered an explanation of what they are, why they are important
Financial Planning for Millennials
When it comes to financial planning, many people learn about it the hard way. Even as adults, they get into trouble by not sticking to a budget, abusing credit cards, and not taking advantage of opportunities to acquire free money. By educating our youth
Categories
