Perspectives
Market Outlook
To allow you to assess our longer track record, we’ve included some pieces that we first authored or co-authored before launching Altar Rock. These are denoted by [*].
Fresh Take
Consider taking some gains in public beta and credit to rotate toward diversifiers like infrastructure.
Fall Cleanup
Consider taking some gains in public beta and credit to rotate toward diversifiers like infrastructure.
GPS for Investing
Read our in-depth thoughts about investing in the long-term for investors, using our GPS to project and navigate a range of potential market outcomes.
Power of Pre-experience
Read our in-depth thoughts about wealth strategy for hesitant clients, using a case study of private placement life insurance (PPLI).
What Should Wealth Management Look Like in the Age of AI?
Andrew Barnes opens with an analogy to games of strategy and chance.
Glossary
Sometimes we fall prey to using jargon. To atone, we fill out this work-in-progress lexicon that we view as a community resource.
How We Build Portfolios
Our investment team coached literally thousands of America's top wealth advisors individually or by the dozens to build better client portfolios. Currently all pieces in this section are ones that we authored or co-authored prior to launching Altar Rock. Enjoy!
From Altar Rock