Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Seniors Comment on Their Risk Tolerance for Alternative Investments
By Daniel WilliamsWe spoke with a group of senior clients to find out what they think about alternative investments such as gold and real estate, among others.
August 29, 2012
New Hire Roundup: Armstrong Named Wealth Dynamics Coach at AscentThis week in new hires, Helen Zhou became managing director of private banking for the Private Client Reserve of U.S. Bank in San Francisco, and Ryan Kaufman has become a registered representative with Securities America.
August 28, 2012
What to tell the kids about your moneyDiscussing financial matters with adult children can be difficult, but it'll help avoid even tougher situations down the road.
August 27, 2012
Viewing Life Insurance as an Asset ClassThere are ways to look at coverage that can give advisors and clients further insights into their portfolio allocations and insurance-buying decisions, experts say.
August 27, 2012
Patton’s Fund Picks, Pt. 7: Currency, Long-Short FundsTurning to the alternatives space, advisor Mike Patton shares his favorites among currency and long-short equity mutual funds.
August 23, 2012
REITs: An Attractive Investment OpportunityReal estate investment trusts (REITs) continue to produce solid returns for investors
August 23, 2012
Four Reasons REITs Belong in Retirement PortfoliosThe U.S. economy slowed in the first half of 2012 and is delivering only tepid growth.
August 23, 2012
Core CompetencySolid growth and promising research and development pipelines bode well for companies that sell pharmaceutical and related health-care products.