Best wealth management strategies show core allocations to infrastructure REITs, benefiting from stable cash flow and inflation-linked rental contracts. He said investors have to be cognizant that they can and will lose money on the markets. Someone with three kids about to start college, he said, shouldn’t be in stocks but in less risky money-market funds. WealthManagement.com is a leading digital publication that serves as both a news source and a professional resource for financial advisors. It covers the full spectrum of wealth management topics, from investment strategies and retirement planning to compliance and technology trends. Best wealth management portfolios are rebalancing after the Nasdaq's 12% year-to-date surge, with risk adjustments targeting mid-cap industrials benefiting from supply chain reshoring trends.
