'It's shocking to people to find out that the one thing that they think their advisor is trained on, they've never been taught—and that is, how to construct and measure risk in a portfolio,' the Plano, Texas-based RIA argues in his new book.
This unloved asset class has shown a high degree of inflation sensitivity over time, along with an extremely favorable correlation profile to the other major asset classes.
Tax-efficient investment structures are now critical for safeguarding and growing assets.
Performance has been mixed at best.
Market conditions may be conducive to increased debt and credit investment.
Fractional investing lowers the barriers to entry and democratizes access to investing in fine art.
The average portfolio—one made up of 60% stocks and 40% bonds—is not built to weather new market realities.
