Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
The vacation home alternative
By Stephanie UrsiniHow many times have you seen this one? A client's retirement portfolio performs like a well-oiled machine until they suddenly "fall in love" with some astronomical vacation residence. Before you can say "shopping spree," they spend $750,000 to $1
February 22, 2007
Treasury Advisors Decide Not To Crack Down On Hedge FundsThe President's Working Group on Financial Markets has released a set of voluntary guidelines for hedge funds and other "private pools of capital."The working group, ...
February 22, 2007
Treasury Advisors Decide Not To Crack Down On Hedge FundsThe President's Working Group on Financial Markets has released a set of voluntary guidelines for hedge funds and other "private pools of capital."The working group, ...
February 14, 2007
Morningstar Adds Managed AccountsAdvisors who are looking at managed accounts for stocks may want to examine a new offering from Morningstar Investment Services, Managed Portfolios Select Stock Baskets,...
February 11, 2007
Private Split-Dollar vs. Private FinancingPrivate split-dollar and private financing are 2 sophisticated planning approaches that can help fund a policy in an irrevocable life insurance trust while reducing gift ...
February 11, 2007
Private Split-Dollar vs. Private FinancingPrivate split-dollar and private financing are 2 sophisticated planning approaches that can help fund a policy in an irrevocable life insurance trust while reducing gift ...
February 02, 2007
Traditional Pension Membership Continues To FallParticipation in traditional pension plans dropped to a new low in 2005, while the number of such plans declined sharply, the Employee Benefits Research Institute ...
February 01, 2007
Don't Count Out Bonds (Yet)Although the Treasury market followed energy prices lower throughout January, that correlation isn't likely to continue indefinitely. A combination of stifled inflation anxiety and solid economic growth is as good as it gets for investors. However, it should be noted that any deviation from the good news that market participants...