options

Unlocking Opportunities – Options, Liquidity, and Risk

Real Estate Buying & Selling /
Unlocking Opportunities - Options, Liquidity, and Risk

In this episode of Zephyr’s Adjusted for Risk Podcast, we delve deep into the nuances of modern investment strategies. Featuring Zed Francis, CIO and Co-founder of Convexitas, this episode explores the evolution of financial markets, challenges in building diversified portfolios, and the emergence of new investment strategies using derivatives. Zed shares his insights on the […]

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Your 401(k) Options Just Got More Complicated: What to Know

Investment Tips /
A straight line and a squiggly line between blocks that say A (for Point A) and B (for Point B).

It’s official. President Donald Trump signed an executive order that could transform your 401(k) investment options. For the first time, complex choices such as private equity, real estate, expanded annuities and even cryptocurrency may be added to your plan’s menu. These aren’t the plain-vanilla mutual funds and index funds to which most of us are

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Wells Fargo Added Private Market Options to its UMA

Real Estate Buying & Selling /
Wells Fargo Added Private Market Options to its UMA

Wells Fargo has become the latest wealth management firm to add alternative investment options to its UMA platform. Wells Fargo’s Wealth & Investment Management division formed a partnership with fintech firm InvestCloud to make alternative assets available through the wirehouse’s personalized UMA program. The UMA program now includes a full range of alternative investment options,

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I’m 60 with $2.8 million saved. I’m miserable working, but I need health insurance until Medicare kicks in. What are my options?

Personal Finance /
Portrait of a woman sitting at the notebook, red cup of tea on the table. Reflection of a face in the monitor screen, chin on hands. She looks tired.

Question: I’m 60 with $2.8 million saved. I’m miserable working, but I need health insurance until I can get Medicare at age 65. What are my options? Answer: By age 60, you may be at the point where you’re unhappy at your job and can’t take the grind any longer. If you have a large

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