Private Equity seems to be having a moment. After a few decades of being reserved for the most qualified investors, the gates have been opened to the masses. Today, we’re looking at just why this shift is happening, what it means for you, and what you should consider before investing in Private Equity including returns, fees, and flexibility compared to the stock market. In this episode of Off the Wall, hosts David B. Armstrong, CFA®, and Erin M.
Is there a way to have have both long-term growth AND the risk management of bonds and cash? In this episode, Erin Hay and Ro Punyani are back to explain Monument’s Flexible Asset Allocation strategy, which strives to have less drawdown and more upside relative to a static portfolio of 60% stocks and 40% bonds. Our strategy attempts to balance limiting drawdown while participating in upside by tracking momentum and following trends in the market.
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