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Tech, Trust, and Tactical Investing: A New Era of Wealth Management with Kevin Jamali of Farther

The Derivative

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Navigating Alternative Investments

This chapter discusses the importance of integrating alternative assets into investment portfolios, focusing on strategies using low-cost ETFs and structured notes. The conversation emphasizes thorough research, risk management, and the significance of addressing client expectations while maintaining a balanced approach to investments. It also explores the complexities of financial instruments and the necessity for customization in investment strategies to better navigate market uncertainties.

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