Tags » Wealth Management

CAIS Alternative Investments

Why Alternative Investments ?

Alternative investments may:

  • Provide uncorrelated return streams
  • Enhance portfolio diversification
  • Mitigate market risk

CAIS broad menu of alternative investments include: hedge… 142 more words


Initiating the wealth-transfer discussion

In this video, Vanguard’s Kristin Collins gives a few straightforward ways for advisors to get the wealth-transfer conversation started.


Wealth Management

Cybersecurity Threat Spotlight: Computers/Laptops

Eighty-seven percent of corporate computers are not running the most current software—and personal computers are even worse.

Not updating your software can allow hackers to exploit holes and gain access to your system. 347 more words

Wealth Management

Wealth Management Edmonton: Exploring the Possibilities

Catering to high net worth individuals and families, ETF Capital Management  focuses on wealth management in Edmonton.  Most financial management houses are located in big cities, where high net worth individuals are often located.  10 more words


REPOST: A Three-Question Test of Financial Literacy

Do you want to know how financially literate you are right now? Answer the following questions for an initial assessment.

Image source: wsj.com

Are you—or your spouse or your teen or your parents—among the financially illiterate?

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Estate and Wealth Planning for Family Enterprises: Reality — not myth — as the proper starting point

The 2015 FFI Global Conference theme of “myths and realities” provides an excellent opportunity to focus attention on how best to advise family enterprises for the long-term success of the family and the enterprise. 1,131 more words