Wealthmanagement Email Newsletter: Fiscal Policy and the Post-Covid Boom (July 2, 2024)


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	JULY 2, 2024


	Fiscal Policy and the Post-Covid Boom

Larry Swedroe

The U.S. has a major spending problem which neither political party seems willing to address.

FULL ARTICLE

Investment


	11 Investment Must Reads This Week

Wealthmanagement.com Staff

Several asset managers have withdrawn from the Climate Action 100+ group, a coalition of more than 700 institutional investors focused on cutting greenhouse gas emissions, reports FundFire. BlackRock’s deal to acquire Preqin could lead to building indexes and ETFs based on private markets. These are among the investment must reads we found this week for wealth advisors.

FULL ARTICLE

What's in My Model Portfolio?


	Calamos Wealth Management: Portfolio Construction With an Asset Manager Parent

Diana Britton

Jon Adams, CIO of Calamos Wealth Management, a $3.75B RIA, speaks on how the firm's roots in asset management inform its approach to investment selection.

FULL ARTICLE

WHITE PAPER


	Managing Risk with a Multi-Manager Implementation

Sponsored by Brinker Capital Investments

A behaviorally-oriented approach to help investors succeed.

LEARN MORE

People


	Q&A: How Cliffwater Overcame the Hurdles to RIAs Investing in Private Credit

Elaine Misonzhnik

The alternative investment manager was among the first to launch an interval fund in 2019, with a focus on private credit.

FULL ARTICLE

High Net Worth


	Family Offices Seek Alpha in Mega Trends

Anushka Gupta

Family offices can be strong predictors of future trends because of their uniquely long-term outlook.

FULL ARTICLE

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Fiscal Policy and the Post-Covid Boom

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