Zephyr's Adjusted for Risk: Finding Alpha - Diversification and Private Markets Explored

Published on September 16, 2025

Ryan Nauman and Kurt Nye discuss the challenges and importance of building diversified investment portfolios, particularly in the context of concentrated market performance, and the evolving landscape of private and public markets.

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Custom Portfolios Without the Friction: How Technology Has Changed the Calculus

September 16, 2025
Technology has made customization operationally viable across entire books of business. But the real opportunity lies in how it reshapes the advisor/client relationship. When complexity is handled behind the scenes, advisors can focus on deeper conversations, clearer guidance, and lasting alignment.

Margin Debt Rises 3.6% to New Record High in August

September 16, 2025
Margin debt reached a new all-time high of $1.06 trillion in August, according to the latest data from FINRA. This represents a 3.6% rise from July and marks the fourth straight monthly increase.