Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Fed Rate Hike Doesn't Warrant Big Portfolio Moves — Yet
By Dinah Wisenberg Brin"I wouldn't recommend advisors make any significant changes to client portfolios at this point," a Morningstar strategist said.
September 11, 2026
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So Your Wealthy Client Wants a Doomsday BunkerThe first question: What does the client actually want protection from?
September 11, 2026
Consumer Group Rips Life Insurer Use of Federal Home Loan BanksInsurers are investing cash from the loans in arrangements unrelated to housing, the group's analysts say.
September 09, 2026
The Term Life Cliff Nobody Put on the CalendarWhat people in their 50s really need may look different to people who are 55 than to people who are 35.
September 02, 2026
Schwab Sets $10M Minimum for New Long-Short AccountsSchwab is tightening access to the tax-saving strategies for the third time in recent months.
September 02, 2026
Private Fund Advisors Busted in Ponzi-Like Scheme Against Retirees: SECMark Hanf and Hoai-Nam Chu Phan made material misrepresentations regarding the Pacific Fund and Freedom Fund, a complaint says.
August 27, 2026
Ex-Advisor Sentenced to Nearly 6 Years for Wire Fraud, Identity TheftDean Dellas defrauded a 61-year-old man and his 91-year-old mother, according to a parallel civil complaint.
August 27, 2026
9 Must-Know IRS Moves in 2026It's been a busy year for tax planning rules and guidance so far, and more is on the way.