Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Tangible Diversification
By Bob KeaneFor an active investor, the turmoil on the world's stock exchanges that we've seen in recent months can produce a kind of virtual motion sickness....
April 30, 2008
Look at your brand for answersDoes your "brand" set you apart from other advisors in the eyes of your clients and prospects? Top advisors often have a strong brand that can be described very simply - your brand is what people say about you. Your brand is not your logo, your tag
April 17, 2008
Alternative Investment ResearchMorningstar, Inc. has launched Morningstar Direct Alternative Investment Edition, a Web-based platform that enables users to conduct rigorous alternative investment research by combining timely data with analytics and reporting tools that cover about 8,700 hedge funds, funds of hedge funds, and Commodity Trading Advisor products.
April 16, 2008
It has been widely reported that the No. 1 thing seniors worry about is outliving their money. How do you plan to conquer this fear?"Aside from SSI funds, I have minimal other investments and have accepted that I will probably be at a much lower standard of living than I have today."
April 10, 2008
In what way does your financial advisor excel the most, and what areas need the most improvement?Robert J., 62Beaver Falls, Pa."I like that our advisor takes me and my wife out to lunch or dinner once a quarter. Then he walks us through a review our current financial situation to make sure we are comfortable and knowledgeable, and will
April 10, 2008
Asset ownership in senior households29%: Percentage of households, headed by someone 65 or older, that own stocks or mutual funds. 78.4%: Percentage of people 65 or older who own their home. 6.1%: Percentage of people 65 or older who own rental property. 8.1%: Percentage of peo
April 10, 2008
When the bubble bursts, it's time for champagne.As I write this column, it's early February. The media has been chock full of ominous economic reports. Unemployment is edging higher. Growth is slowing, yet inflation is obvious. Home equity is evaporating as housing prices plummet. Credit card
April 09, 2008
When the bubble bursts, it's time for champagne.As I write this column, it's early February. The media has been chock full of ominous economic reports. Unemployment is edging higher. Growth is slowing, yet inflation is obvious. Home equity is evaporating as housing prices plummet. Credit card