Our team regularly reads articles from industry peers and trusted resources to stay up to date on financial markets. We enjoy reading about topics related to economics, investments, current events, and financial planning.
In addition to circulating some of the best pieces internally, we thought our clients, partners, and friends might enjoy reading some of the same articles as us.
Here are recent pieces that our team members have read, along with some commentary on why we found the respective articles interesting.
We’re proud to share that David Copeland, Principal and Co-Founder of Strategic Wealth Partners, was featured on CAIS Conversations: Building With Alts.
In this episode, David shares the story of how alternatives became a cornerstone of his client-first approach, offering solutions that seek to reduce portfolio volatility and enhance performance.
Link to podcast: https://www.caisgroup.com/podcast
