In my last post on this subject, I referenced a small selection of investments that employ "alternative investments" in their portfolio mix. Today, I'm going to describe a stand alone option. Technically, its a hedge fund, and as such, you are required to meet a personal financial threshold before you can buy into it. But …
Continue reading The Case for Alternative Investments – Part V
Here’s your Weekly Insights update from Curian’s Asset Management Group. This informative capital market update is designed to help you stay informed about important developments from the past week, as well as provide thoughtful commentary on how these events might... Continue reading...
Some states offer attractive tax benefits for retirees, others don’t. Kiplinger runs through the worst (or "tax hells," as the magazine bluntly states). Many, surprisingly, are in the Northeast United States. If you are looking for an inexpensive place to settle down following a life long career, you'll do well to avoid the following states. …
If you are committed to making your own investment decisions, based on your personal observations about the markets, here is what one of our third party investment managers is telling us today: "As we enter a new trading window, we are coming off a volatile period within the market. After trading down to nearly 1265 …
Studies show that socially responsible investing, or SRI, is becoming increasingly popular. • SRI in the United States is now growing at a much faster pace than the broader universe of all investment assets under professional management. • From 2007 to 2009, SRI assets increased more than 13% while all investment assets under management edged …
Here’s your Weekly Insights update from Curian’s Asset Management Group. This informative capital market update is designed to keep you apprised of the important developments from the past week, as well as provide thoughtful commentary on how these events might impact investment portfolios.
Are you more than a little worried about where the markets are heading? If you are, and you don’t have millions on the line (that’s most of us) then I’m going to jump ahead and tell you now about three investment options from Purcell Advisory Services, out in Tacoma, Washington. I’m actively putting clients into …
Continue reading The Case for Alternative Investments – Part IV
The intent behind this series of posts is to give you an idea about “alternative investments”. What they are, how they have performed over the last several years, and whether or not you should begin to employ them in your personal investment portfolios. I think you should, and by the end of this discussion, you …
Continue reading The Case for Alternative Investments – Part III
As a financial planner I’m often asked by clients and non-clients for my opinion about the economy. My stock answer, “I have no idea!”, is driven by the fact that I really don’t have a clue. Yes, I consider myself pretty knowledgable about economics, I read extensively about global economics, about business, about financial issues, …
Part I began my discussion about Alternative Investments by trying to help with an understanding of the terms used. I referenced some of the investments that are thought of as “alternatives” and began to provide definitions for some of the words and phrases necessary if you’re going to employ Alternative Investments in your portfolio. As …
Continue reading The Case for Alternative Investments, Part II
Helping Define Your Financial Future 