David Kindness is a Certified Public Accountant (CPA) and an expert in the fields of financial accounting, corporate and individual tax planning and preparation, and investing and retirement planning.
Erika Rasure is globally-recognized as a leading consumer economics subject matter expert, researcher, and educator. She is a financial therapist and transformational coach, with a special interest in ...
Ultra-high-net-worth investors allocate 20% of portfolios to alternatives vs. nearly 0% for average investors. High-net-worth individuals boosted their alternative investments allocation to 28% in ...