Understanding Sharpe Ratio and Why It’s Important
Here’s a closer look at a useful tool for assessing risk-adjusted returns.
A Brief History of Alternative Investments
How a closer look at the rise of alternative investments may help expand your clients’ portfolios.
One Metric is Signaling Caution About Stocks Right Now
As U.S. stock indices hit all-time highs, one important metric says that equities may be getting overvalued.
2024 Alternatives Outlook – Survey Results
CNL surveyed financial professionals to find out their thoughts on non-traded alternatives. Here’s what they said.
The Basics of Alternative Investments
Alternatives have been growing fast as an asset class. To help your clients make sense of them, here is an overview of the basics.
What Institutional Investors are Optimistic About Right Now
Amid high-interest rates, recession threats, and market volatility, it helps to understand how institutions are building portfolios.
Prepare Clients for the Future by Preparing for the Unexpected
World-changing surprises can happen overnight. The best time to help prepare clients is now.
The Science Behind Better Decision Making
Investors can be their own worst enemies. Behavioral economics explains what goes wrong—and how you can help clients avoid missteps.
What Buffett’s Favorite Indicator Says About the Market Right Now
Even after a steep correction, one metric with a solid track record says that equities may still have not fallen back to historical trends.