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14 Investment Must Reads for This Week (July 8, 2025)

Wealth Management

Private investment platform Linqto, which promised access to pre-IPO firms, filed for bankruptcy amid SEC scrutiny of its practices. These are among the investment must-reads we found this week for financial advisors.

Investing 267
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Alternative Investment Strategies for RIAs and Their Clients

Wealth Management

Zach Ivey, Savant Wealth Management's CIO, discusses evolving investment landscapes, alternative allocations and educating advisors on private market liquidity at Wealth Management EDGE.

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14 Investment Must Reads for This Week (July 1, 2025)

Wealth Management

These are among the investment must-reads we found this week for financial advisors. More than a dozen asset managers have updated regulatory filings to drop accredited investor restrictions in the wake of a recent SEC decision, reports FundFire.

Investing 283
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Avoid the Unforced Investment Errors Even Billionaires Make

The Big Picture

In How Not to Invest , I showcase extreme examples of unforced errors to illustrate these behavioral mistakes. Chris Bloomstran, chief investment officer of Semper Augustus Investments Group, has tracked this. Decades as an investor and trader on Wall Street have taught me that panics come and go.

Investing 267
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Redefining Wealth: Money Management, FinTech, Inclusion, and Belonging

Speaker: Marguerita Cheng - Chief Executive Officer at Blue Ocean Global Wealth

In today’s market, we have seen people make major career decisions and blindly dive into investing to make this goal more achievable. Creating generational wealth has moved to the forefront of everyone’s mind.

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10 Biggest Ideas in “How NOT to Invest”

The Big Picture

The challenge in writing How NOT to Invest was organizing a large number of ideas, many of which were only loosely connected, into something coherent, understandable, and, most importantly, readable. That insight greatly simplified my task of making the book both fun to read and helpful for anyone interested in investing.

Investing 317
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11 Investment Must Reads for This Week (June 17, 2025)

Wealth Management

These are among the investment must-reads we found this week for financial advisors. Third-party model portfolios had $646 billion in assets under management as of March 31—an increase of 62% since June 2023, according to Morningstar.

Investing 253