Exploring the World of Alternatives IV: Expanding Opportunities for Financial Advisors

Published on November 10, 2025

While access and implementation of alternative investments remain challenging, innovative vehicles such as interval funds, BDCs, alternative ETFs, and feeder funds are democratizing these strategies, enabling advisors to enhance portfolio construction and deliver superior risk-adjusted returns to their clients.

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Can I Be a Boglehead and Still Own Stocks?

November 10, 2025
Ignoring individual stocks may reduce risk, but it may also reduce engagement, which could lead to reckless decisions. A wise investor can own both index funds and individual stocks, just in the right proportions and for adequate holding periods.

Celebrity Estates: The Lessons Behind Gene Hackman’s Estate with Victoria Gray

November 10, 2025
Art & Collectibles Advisory's Victoria Gray examines the tragic and complex estate of actor Gene Hackman.