Events
Investing For Grownups: Why Asset Allocation Matters August 23, 2023

Investing For Grownups: Why Asset Allocation Matters

Where you invest is important, but the amount you invest in each type of investment is also significant. Advisors traditionally recommend a 60/40 investment portfolio. This means that 60% of investments are in stocks and 40% in bonds, or 60% is at higher risk than the other 40%. However, history tells us that this traditional model…
Doing More Of What Really Matters August 23, 2023

Doing More Of What Really Matters

Doing More Of What Really Matters  August 23, 2023 | Marketing Intent The book, Essentialism – The Disciplined Pursuit of Less by Greg McKeown struck a chord with us when we think about marketing for our clients. The premise of the book is to understand what’s essential to what you do and focus on that.…
Blackstone Is the First Alternative Asset Manager to Hit $1 Trillion AUM. So Where Does It Go From Here? August 23, 2023

Blackstone Is the First Alternative Asset Manager to Hit $1 Trillion AUM. So Where Does It Go From Here?

In July, Blackstone BX reported that it had surpassed $1 trillion in total assets under management during the second quarter of 2023, being the first alternative asset manager to cross that threshold. A bit of background to start: “Alternative asset management” is an umbrella term for asset managers that specialize in private market investment strategies like private…
Legendary Capital Expands Team with Two New Wholesaling Vice Presidents August 23, 2023

Legendary Capital Expands Team with Two New Wholesaling Vice Presidents

Legendary Capital, LLC, a leading Alternative Investment Sponsor, is delighted to announce the recent addition of Devon Gasparovic and Robin Boccardi to its distribution team as wholesaling vice presidents. These strategic hires mark another significant step in the company's ongoing commitment to strengthening its distribution capabilities and providing superior partnering services to financial advisors across…
Apollo Funds acquires Accent family of companies August 23, 2023

Apollo Funds acquires Accent family of companies

Apollo Funds, a global alternative asset manager based in New York, has acquired the Accent family of companies, a Tomball, Texas-based full service, value-added industrial distribution company focused on the waste, recycling and building materials industries that includes Accent Wire-Tie, Accent Wire-Tie United Kingdom and Accent Building Materials...
J. Kevin Best CFP®, MS, AEP® August 23, 2023

J. Kevin Best CFP®, MS, AEP®

"We utilize real estate and private credit programs.  It is very difficult to get the amount of information needed to do the due diligence needed to help my clients make smart decisions with their money.   Blue Vault provides me with one place that I can utilize to understand all the workings in the real estate…
Wood Partners and GTIS Partners Opens 308-Unit Alta West Morehead Apartment Community in Uptown Charlotte Neighborhood August 23, 2023

Wood Partners and GTIS Partners Opens 308-Unit Alta West Morehead Apartment Community in Uptown Charlotte Neighborhood

Leading national multifamily real estate developer Wood Partners announced the grand opening of its newest luxury residential community, Alta West Morehead, located in Uptown Charlotte, North Carolina. Alta West Morehead is the culmination of a joint venture announced in September 2021 between Wood Partners and GTIS Partners, a global real estate investment firm managing $4.3 billion…

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