Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
2012 Large-Cap SMA Manager of the Year Co-Winner: Santa Barbara Asset Management
By John SullivanSanta Barbara's Jim Boothe says he looks for clean balance sheets, very strong cash flow and a commitment to dividends.
April 04, 2012
How the Best Money Managers Exploit Market InefficienciesSeveral winners of this years SMA Managers of the Year highlight the different ways that managers with a strong alpha thesis add value to a portfolio.
April 02, 2012
2012 SMA Managers of the Year: How We Picked ThemAn 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
2012 Large-Cap SMA Manager of the Year Co-Winner: BRC Investment ManagementBRC Investment Management's Large-Cap Concentrated Equity Portfolio is one of two large-cap SMA portfolios honored as a 2012 Separately Managed Account Manager of the Year.
April 02, 2012
Burton Malkiel Picks Bonds as ‘Worst Asset Class for Investors’Malkiel looks at three asset classes in reverse order, and says that even if the overall inflation rate is only 2.25% in the next 10 years, a 10-year Treasury will realize a zero real return.
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?