Soteria Blog
5 Things to Know Today & 1 Thing to Forget
Stocks Set to Drop Headline: This week’s bounce in tech stocks was erased Thursday, sending the Nasdaq down 2.5% and the...
Cathie Wood Is the New Mary Meeker
Sorry for the obscure reference but if you’ve been investing for more than 20 years, you’ll remember Mary Meeker’s name....
Six Degrees of Separation
Senior Life Settlements create capital and mitigate risks in very different ways. Against the backdrop of an overvalued ...
Inflation Rate Not Seen Since 1982
With inflation running extremely hot and central banks under pressure to tighten monetary policy, along with the emergen...
CEOs Agree More Volatility and No End to COVID in 2022
A recent survey from the Business Roundtable revealed confidence about the outlook into next year, but that was conducte...
Private Equity & Family Offices
Fidelity has released its 2021 Family Office Investment Study, a survey of 127 single and multi-family offices (median A...
Listen! You smell something?
It seemed appropriate to use Dan Aykroyd’s line from Ghostbusters just before he and the other Busters got slimed to say...
Why Asset Class Overlap Matters
Intro: Investors utilize different fund companies and managers in an attempt to diversify their holdings. But many fund ...
Correlate This!
Most investors understand that diversification is an important element of reducing overall portfolio risk, but there are...
Why Life Insurance Always Pays
Simplifying the customer experience Today, as has been the case since the life insurance industry’s inception, it is unl...