In a year where the stock market’s “Magnificent Seven” have dominated returns, Mark Brinser explores their impact on portfolios and why diversification remains a crucial strategy for prudent investors.
Mark Brinser explores the importance of reflection in both outdoor adventures and financial planning, highlighting how understanding our past experiences and future aspirations can guide our decision-making and shape a purpose-driven financial journey.
Mark Brinser and Lee Shertzer answer frequently asked questions about the TD Ameritrade and Charles Schwab merger
Direct Indexing combines aspects of owning both Individual Stocks and ETFs. Mark Brinser shares what you need to know about this strategy.
Mark Brinser concludes his Alternative Investment series by discussing the types of private credit, its benefits, ways to invest in it, as well as important factors for investors to consider.
In this edition of his alternative investment article series, Mark Brinser shares his perspective on a popular alternative option: Real Estate
Mark Brinser continues his alternative investment article series with an insightful discussion on Private Equity
Mark Brinser kicks off his Alternative Investment article series by discussing the rationale behind this investment option
Mark Brinser and Lee Shertzer begin the Ask An Advisor Series by answering an important question: “What else is there besides stocks and bonds?”
Learn about:
– Alternate Investment Options
– Characteristics of Alternative Investments
– Benefits and Drawbacks
Reflecting on a recent mountain biking trip, Mark Brinser identifies three helpful parallels between mountain biking and investing
