The key is to set investment goals ... If paying for the expertise of portfolio managers threatens to eat up too much of the funds you wish to invest, opt for a robo-advisor.
Increased allocation to alternative investments, growth of the global alts market, and the proliferation of private capital firms, have contributed to a need for uniform benchmarks.
Setting up a sustainable, long-term investment ... a foundation or a pension plan," says Sonya Mughal, CEO of wealth and investment management firm Bailard. That being said, there are a few ...