Industry experts highlight trends in investing and financial planning, and what they mean for advisors during the COVID-19 crisis.
That’s the subheading of the ThinkAdvisor article. An excerpt:
“There is an increased interest in historically non-correlated alternative investments as evidenced by the standing-room-only breakout session that I hosted at the Inside ETFs Conference,” said Vance Barse, wealth strategist and founder of Your Dedicated Fiduciary®, affiliated with Commonwealth Financial Network.
“There is an increased appetite for knowledge of alternative investments. What are they? How do they work? How should they be — or not be —incorporated into portfolios?…The asset class [overall] needs to be demystified, because there’s a lot of misunderstanding on how the underlying investment strategies work in a portfolio,” Barse explained, generally referring to liquid alternatives.
See Portfolio Directions for Uncertain Times in ThinkAdvisor.