Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Is Silver as ‘Good as Gold?’
By Ed McCarthy, CFP, RICPAn ETF Securities analyst explains his outlook for the precious metal, saying it may add shine to a portfolio.
September 11, 2013
Institutions Using More Hedge Funds Since Lehman CrashRarely thought of as risk reducers by the general public, hedge funds are a big draw for institutions seeking to, well, hedge.
September 10, 2013
Roth on New Role at Realty Cap: ‘All About Opportunity’The former head of AIG's Advisor Group says RCS is looking to build "a full-scale financial services model in the alternatives space."
September 09, 2013
Born Out of the U.S.A.? Welcome to the Federal Gift and Estate TaxIgnorance of U.S. gift and estate tax rules can be detrimental to a foreign persons financial health. Part one of a series on multinational planning issues for advisors and their clients.
September 09, 2013
Hedge fund returns edge down in AugustLast month, hedge funds dropped in value by a smaller percentage than large caps funds and the S&P 500 Total Return fund.
September 08, 2013
Low Volatility: Durable Investment Theme or Passing Fad?Low-volatility strategies have attracted plenty of assets and shown good performance, but is the theme sustainable? If so, how should you evaluate those strategies?
September 04, 2013
15 Best & Worst TDFs for 2015 RetireesHere are the 15 best- and worst-performing funds with a target date of 2015, according to the Center for Due Diligence.
September 04, 2013
REIT Restitution, Round 2: 5 Indie BDs Pay Another $10.7M in MassachusettsWilliam Galvin's crackdown expands beyond non-traded REITs.