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Smart Money Strategies

Nick Rosenthal, Managing Director at Griffin Capital, covers institutional asset allocation. This discussion offers insight into where the smart money is headed. Our panel takes a dive into the Endowment Model to see how different pension plans, endowments, and sovereign states are allocating capital compared to retail investors.
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The Hunt for Yield

Challenges loom for traditional equity and fixed income strategies as the Fed starts to raise rates this year. Both the stock and bond market face an uphill battle as the cost to borrow increases to combat inflation. Institutional investors have been using structured notes to create higher yields and protect growth for decades. It may be time to rethink the traditional 60/40 portfolio and diversify not only what we own but how we invest.
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Advanced Tax Planning Strategies

The US has spent more than $10 trillion to offset the negative impacts of COVID-19. As the deficit continues to skyrocket as a result, an increase in taxes is inevitable. Erosion of purchasing power in retirement is one of the biggest risks investors face today. Nick Johnson, Consultant with Bell & Associates, shares several strategies used by the ultra-rich to create tax free income in retirement and unlocks the power of a zero percent tax bracket. 
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