Articles authored by Kevin Bruce

Liquidity: The Toll Collector

Why long-term investors shouldn’t pay for flexibility they don’t need. By Kevin Bruce, CFA®, CFP, Analyst, Alternative Due Diligence Many advisors share the same core playbook with clients: think long-term, stay invested, diversify, and do not let short-term volatility derail the plan. It is the foundation of wealth creation. We remind clients that cash (the …

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