If we’ve worked together for any length of time, you know I regularly talk and write about investor psychology, especially how tuning out day-to-day market headlines can lead to better long-term results. In a world full of distractions, this mindset is more important than ever.
We live in an era of nonstop financial news. From interest rate speculation and economic forecasts to geopolitical tensions and trade policy shifts, headlines are constantly vying for our attention and our reaction.
Recently, headlines about new tariffs and another downgrade of U.S. government debt have added fresh layers of uncertainty. And naturally, these stories raise questions:
Should I adjust my portfolio? Go to cash? Do something, anything, right now?
Our very own David Copeland was an InvestmentNews Excellence Awardee for Advisor of the Year in the category of Alternative Investments! We are proud of David’s pursuit of utilizing alternative strategies in client portfolios to support their investment objectives. He goes the extra mile to build custom solutions for clients that are best suited to their individual situations.
Notably, David is a founding member of the CAIS advisory board, which is the largest distributor of alternatives in the RIA community, and has been interviewed by a number of industry leaders on the topic.
To learn more about David’s view on alternative investments, check out the content linked below:
Our View on Alternative Investments
Opportunities in Alternative Credit
Investing In Alternative Equity at SWP
How I Manage My Money – David Copeland
Interview with Steven Sandusky, Host of the Between Now and Success Podcast
Interview with Julie Cooling, CEO of RIA Channel
Photo: David Copeland, Tom Buhrmann, and Michael Garrison at the inaugural InvestmentNews awards in New York City.
InvestmentNews Award’s methodology includes a nomination, research, and judging process. The time frame this award covers is January 2024 – December 2024. InvestmentNews Awards did not receive a fee in exchange for nomination or rankings. Click here for a more in depth look at InvestmentNews Awards.
