Trivia Question❓

Which unusual asset class saw a surge in investor interest after a digital artwork sold for $69 million in 2021?

Answer at the bottom of the newsletter

The Future of Asset Allocation: Diversification in the 2020s

The investment landscape has shifted dramatically in the 2020s, reshaping how investors approach asset allocation. Traditional diversification strategies, once anchored heavily in stocks and bonds, now require a broader perspective to manage risk effectively.

One key trend shaping modern asset allocation is the rise of alternative investments. Real estate, commodities, private equity, and even digital assets have gained traction as viable options for diversification. These alternatives can provide returns that are less correlated with traditional markets, helping to buffer portfolios against volatility.

Geopolitical tensions, inflation concerns, and evolving monetary policies have also underscored the importance of international diversification. Investors are increasingly allocating funds to emerging markets and global assets to spread risk across different economic conditions.

Technological advancements have further enhanced asset allocation strategies. Data analytics and artificial intelligence are now used to identify market trends, assess risk, and build optimized portfolios. These tools allow for more precise diversification strategies tailored to individual financial goals and risk tolerance.

Environmental, social, and governance (ESG) investing is another emerging factor influencing diversification. As investors prioritize companies with sustainable practices, ESG-focused funds have grown in popularity. This trend reflects both a values-driven approach and recognition that these companies often demonstrate long-term resilience.

For investors navigating the complexities of the 2020s, embracing these evolving diversification strategies is key. By blending traditional investments with new alternatives, adopting global exposure, and leveraging technology, investors can build more resilient portfolios in an ever-changing financial landscape.

Your Advisor's Edge Team

Business Owners: STOP Wasting Time on Junk Funding Offers!

Every day, your inbox is flooded with sketchy promises of “easy” business funding. 99% of it is junk. But what if there was a proven way to access up to $250,000 in business funding—at 0% interest?

At our upcoming Virtual Lunch & Learn, we’re revealing The Business Funding Cheat Code—the same strategy that has helped business owners secure over $1.9 BILLION in 0% interest funding. No collateral, no crazy financials, no years-in-business requirements. Just real funding to help you scale, expand, and dominate.

Event Details:

📅 Date: Thursday, March 27th, 2025

⏰ Time: 11 AM-12 PM Eastern

📍 Location: Zoom

We’re even delivering FREE lunch to the first 25 business owners who register - so don’t wait!

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Unlock a Smarter Way to Sell Your Business!

If you own a business or assets worth over $1 million and are hesitant to sell because of capital gains taxes, we have a game-changing solution for you.

Join us for a Virtual Lunch & Learn where we reveal how our Tax-Exempt Business Diversification Trust allows you to:

✅Sell your business or appreciated assets

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No, this is NOT a Charitable Remainder Trust. It’s better.

Event Details:

📅 Date: Thursday, March 27th, 2025

⏰ Time: 2-3 PM Eastern

📍 Location: Zoom

Bonus: The first 30 business owners who register will receive lunch delivered to their door!

Seats are filling up fast—reserve your spot now! Click the link below to register and secure your financial future.

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💡 Answer to Trivia Question:

Non-fungible tokens (NFTs). The record-breaking sale highlighted NFTs as a new and intriguing option in the investment landscape.