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The Case for Alternative Investments

The Case for Alternative Investments

The American College of Financial Services
The Wall Street Journal
June 4, 2020

In the uncertain COVID-19 market, financial advisors and wealth managers are faced with difficult choices, but also potential opportunities. Many experts say alternative classes of investments, from real estate to private credit and equity could be useful in diversifying and shoring up a client’s portfolio.

However, WMCP® program director Michael Finke says most individual investors could do just as well sticking to more traditional strategies. Read more of his thoughts in The Wall Street Journal.

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To continue providing value to your clients, you have to go well beyond the usual investment advice. Through the Wealth Management Certified Professional® (WMCP®) designation program, you can master behavioral finance and learn the advanced strategies needed to create efficient, individualized portfolios that are attuned to each of your client’s unique needs and values. Offer your clients more.

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