Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Boomers choose alternative investments
By Staff Writer40% - Percentage of advisors with more than half of their higher-net-worth clients in alternative investments. 50% - Approximate percentage of investors who have...
November 11, 2008
Alternative investments expected to gain momentumA recent national survey by Morningstar and Barron's shows both institutions and advisors want alternative investments that are liquid, transparent and regulated like traditional investments. "This...
November 03, 2008
Nursing home costs increase in 20081.1%: Percent increase from 2007 to 2008 in rates for semi-private rooms in a nursing home. The average cost in 2008 was $191 daily or $69,715 annually. 2.1%: Percent increase for a room in an assisted living facility from 2007 to 2008. Th
November 03, 2008
Pain-free ways to increase salesFind the common ground. What is there in the rapport-building that "clicks" -- something that sparks the conversation and takes it deeper? Find the engagement. How meaningful can you make your questions? Get to the heart
November 01, 2008
A Q2 MeltdownUsing words like "violent," "extreme," and "unpredictable," Hennessee Group LLC principals Charles Gradante and Lee Hennessee struggled to describe the staggering September losses experienced by...
November 01, 2008
Getting Your SharesAdvisor Mike Patton of Integrity Wealth Management in Baton Rouge, Louisiana, thinks highly of exchange traded funds in building client portfolios since they are relatively...
November 01, 2008
The Retirement AngleConditions are improving for the increased use of exchange-traded funds in 401(k) plans, according to their proponents in the third-party administrator and investment fields. Before...
October 16, 2008
Medicating a market migraineWhile the current market may have you popping painkillers more and more often, biotech funds may be a better cure for your headache. Morningstar analyst...