Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
2012 SMA Managers of the Year: How We Picked Them
By John SullivanAn obvious and oft-asked question after announcing the SMA Managers of the Year is how, exactly, they were chosen? Here's how it works.
April 02, 2012
5 Important Steps to Update Estate PlansEstate plans are valid at the time they are signed, but sometimes years or decades pass before they come into play and circumstances change.
March 31, 2012
What is your greatest fear?You have to have a plan to get to the finish line. Ive been fortunate. Before I retired I worked as a motivational speaker. I made money and I saved it.
March 30, 2012
Retirees Boost Their Financial Risk With GoldIf generating income is their primary financial goal, why are they overleveraged in non-income producing assets?
March 28, 2012
Morningstar Conference Preview: Alternatives, Technology and Other Hot-Button IssuesMorningstar's Shannon Zimmerman tells Investment Advisor's John Sullivan that the speaker lineup will include GMOs Grantham and JP Morgans Gatch.
March 27, 2012
All Alternative Funds Are Not Created Equal: How to TellWith an assist from Altegris Investments new educational site for advisors, how to evaluate alternatives for your clients' portfolios.
March 26, 2012
The Case for Liquid Alternatives in Mutual FundsA liquid alternatives mutual fund offers the potential for diversification and return enhancement similar to that of a traditional hedge fund.
March 26, 2012
2012 SMA Managers of the Year: Calm, Cool and ConfidentThe one thing seen among all of these winners? Dividend yield, says Gib Watson, president and CEO of Prima Capital, IA's longtime partner in choosing the annual Separately Managed Account Managers of the Year.