Leigh Eichel and Ayal Bahary at Alpha Vee recently provided a live overview of their investment models and what makes them not only special but essential parts of an alert advisor's solution set. The video wasn't listed but if you don't know them yet, now's your chance to get a look behind the scenes.
Most investors think self-directed IRAs are limited to stocks and bonds. Brad Kraft, President of Provident Trust Group (PTG), explains how advisors can help clients access a far broader universe—from real estate and private equity to LLCs and early-stage businesses. Kraft shares how PTG’s entrepreneurial culture, proprietary technology, and flat-fee pricing structure make alternative investing more accessible while maintaining the trust clients expect.
OpenAI isn't preparing for a public debut, at least not yet.