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, …
Tag: retirement plans
The Case for Alternative Investments, Part II
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
The Case For Alternative Investments – Part I
For the past ten years, the markets have essentially gone nowhere. And it is entirely possible this history will repeat itself over the next ten years. If the pattern holds, all investors will be forced to rethink their assumptions about asset allocation and diversification. Otherwise, we’re unlikely to be successful if our objective is to …
Continue reading The Case For Alternative Investments – Part I
Weekly Insights from Curian Capital
It's hard to find a short, comprehensive description of what's happening in the global economy. And most of us don't have either the time or the specific need to read the Wall Street Journal and come to our own conclusions. We just want a short summary to help us make intelligent decisions. This Weekly Insight …
Helping Define Your Financial Future 