Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

SEPTEMBER 19, 2024

ALTERNATIVE INVESTMENTS

Is Active or Passive Better for Crypto Exposure?

“Indexing is never going to be the best strategy in the space, and it will hold a lot of dead capital and dead coins. But it’s going to get you the beta,” said Bitwise’s Matt Hougan at Future Proof.

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RETIREMENT PLANNING

Less Than a Fifth of Americans Regularly Meet with a Financial Advisor About Retirement

A new survey from Wealth Enhancement Group found many people feel behind on retirement plans but aren’t doing enough to set and meet clear goals.

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WHITE PAPER
Maximize the Impact of a Business Exit
5 essential tips to help clients donate business interests.
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ESTATE PLANNING

How The American Housing and Economic Mobility Act May Affect Estate Planning

Pending federal legislation presents challenges and opportunities.

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ALTERNATIVE INVESTMENTS

Private Credit Is Being Threatened by a Cocktail of Risks

Rate hikes and regulatory scrutiny are the top concerns.

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WHITE PAPER
Blue Owl’s 2024 Market Outlook Pulse Checks
Check in with Blue Owl leaders on key themes impacting Credit, Real Estate, and GP Strategic Capital.
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Podcasts
CELEBRITY ESTATES PODCAST

The Healthy Advisor: Becoming Victorious, Not a Victim With Marissa Nehlsen

Despite significant hardships, advisor Marissa Nehlsen offers a story of hope for others in pain, as she has yet to slow down or limit her goals.

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THE WEALTHSTACK PODCAST

RIA Edge Podcast: Talent Development and Client Engagement with Nate Lenz

Concurrent's Nate Lenz describes the firm's unique model for allowing advisors to thrive while maintaining their brand identity. 

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