This piece was originally published on WealthManagement.com. Opportunity Zones are the subject of endless speculation and conference fodder, especially in commercial real estate investment circles. As most know, these zones allow investors to defer and reduce taxes on any gains from property or business equity from investments in Qualified Opportunity Zones. A recent Prequin survey...Read More

Tadas Viskanta, editor of the must-read Absolute Returns blog, asked the following question: “Let’s say Warren Buffett re-ups his famous decade-long bet. (He’s not.) He takes the S&P 500. What would you take (and why)?” There were several really insightful answers (which you can read here). But the consensus seemed to be that the S&P...Read More

Alternative investments can both reduce risk and boost returns in a well-constructed portfolio, particularly at a time when traditional investments like stocks and bonds are expensive and priced to deliver disappointing returns. But the key word here is can. Alternative investments can deliver that holy grail of higher risk-adjusted returns if chosen carefully and in...Read More

My friend and colleague Ari Rastegar was mentioned by the Wall Street Journal this week.  You can read the full article here, but I’ve covered some of the highlights below. If you think paying a 20% cut in profits is steep, try paying 25% or 30%, or how about 50%? Ari Rastegar, who worked for...Read More

Most financial advisors and money managers are terrified of robo advisors. And frankly, if your job description consists of selling expensive mutual funds for a commission, you should be worried. Your business model has been slowly dying for decades, and low-cost robos are the final nail in the coffin. Technology and competitive capitalism are doing...Read More