What Rotisserie Chickens and Investment Portfolios Have in Common

Well, we made it.

This is the last edition of Alternative Universe of 2023.

Thank you for sticking around and reading a bit of what I had to say this year. I’ve genuinely enjoyed connecting with you through this newsletter.

As a reminder, all the replies to this email go directly to my inbox. I love hearing from you.

Let’s get right into the final Alternative Universe Newsletter of 2023:

1. What Rotisserie Chickens and Investment Portfolios Have in Common

2. Mammoth Technology’s Alternative Universe Podcast Launch

3. Mammoth Technology Release Notes: December 2023

4. Alternative Investment Compliance and Regulations: A Guide for Financial Advisors & The Role of Alternatives in a Diversified Portfolio

5. Where You Can Find Us - Factright’s DD Conference & Orion Ascent

What Rotisserie Chickens and Investment Portfolios Have in Common

Many of us have probably swung by Costco or our local grocery store to grab a rotisserie chicken to feed our families on hectic weeknights. Juggling work, shuttling our three kids to and from their numerous evening activities, and maintaining our sanity make it perfectly acceptable to hit the "easy button" for dinner now and then.

I know I’m not the only person who does this - some food bloggers have made a whole career off repurposing rotisserie chicken into easy, simple recipes. On one of our working hour calls a few weeks ago, I mentioned I had used this short-cut the previous night for dinner. Everyone chimed in with their favorite recipes that utilize a rotisserie chicken as the base. Here’s some of the crowd favorites:

1. Jerk chicken

2. Chicken salad

3. Enchiladas (my personal favorite)

4. Any soup, chili, pasta, etc.

You can really use a rotisserie chicken in pretty much any capacity.

I didn’t come here just to give you quick & easy dinner ideas (although, as we approach the final stretch before Christmas, I'm sure we could all use some).

Consider this analogy: traditional investment strategy is kind of like a rotisserie chicken. It’ll feed your family well enough, certainly better than starving, but there’s much improvement to be made.

How I like to think of the traditional 60/40 is similar to how I think of a rotisserie chicken: a strong foundation to use as a launchpad for much greater things.

Just as my team and I talked about adding ingredients to a base of rotisserie chicken to make it a complete and satisfying meal, adding alternatives into your clients’ portfolios can really enhance the value you add to your clients lives.

While alternatives offer the practical benefits of more portfolio diversification and potential for greater returns, some clients may be interested in investing in particular causes, products and movements that align with their personal beliefs. 

Alternatives offer a valid way to align your clients’ interest with their finances.

If you are ready to use alternatives as a way to enhance your clients’ portfolios, I’d love to see if Mammoth could be a good fit for you. Schedule a call with me here.

Mammoth Technology’s Alternative Universe Podcast Launch

We are so excited to share that our podcast launched earlier this month! 

Alternative Universe is a podcast for financial advisors, fund managers, and those who want to navigate the diverse landscape of alternative investments and explore opportunities that lie beyond the conventional.

Here are direct links to the first two episodes:

New episodes are released weekly on Tuesdays. You can find each episode on Spotify and Apple Podcasts, as well as a video version on Youtube.

Thanks to those who have already listened. I’ve been loving your feedback! 

If you know of someone that should be on our pod, I’d love an introduction.  Feel free to reply to this newsletter, it hits my inbox and I’ll be pumped to hear from you.

Mammoth Technology Release Notes: December 2023

From a sleeker interface to improved functionality, our development team has been working hard to make improvements on our platform this month. Here are some key highlights:

1. Data Visualization Dashboard

2. New SQL Connections

3. CMS Field Additions

4. Brand Customization Updates

For a detailed list of all updates, including infrastructure improvements, feature additions, and bug fixes, check out our complete list of Release Notes: December 2023.

Beyond the Headlines

For Financial Advisors

Connect With Us ✈️ 

Here’s where you can find at least one member of the Mammoth Team. If your plans align and you're also planning to attend any of these events, please respond to this email so we can coordinate a time to see you!

🗓 Factright’s DD Conference, February 26-28, 2024, Scottsdale, AZ

🗓 Orion Ascent, March 12-5, 2024, San Diego, CA

Mammoth Wins

Prior to joining the Mammoth team earlier this year, my experience with full-time remote work was limited. While I occasionally worked from home for a day or two, I hadn't committed to setting up a fully equipped home office.

Since living the WFH life full-time, I’ve invested in a few things: a podcast microphone and headphones for recording and upgraded to a new office chair. The most notable improvement I made was swapping out the wheels on my office chair for these rubber ones. They were so simple to install, provide protection against scratching my hardwood floors, and allow for smooth gliding – a real game-changer all around.

I decided to tell my team about them. Turns out, almost everyone knew about this upgrade and already had them. 

If you’re looking for a last minute gift for the remote worker in your life, here you go.

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Have a fun & safe holiday out there. See you in January!

Steve, for the Mammoth Team