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
March 01, 2007
Merrill CEO Pay Hits $48 million as Firm Buys First RepublicJust as the peak in oil prices and earnings drew politicians' attention in 2006, Wall Street pay packages appear to be doing the same in...
March 01, 2007
Silver LiningThe one-time "Sheriff of Wall Street," is now at loggerheads with the legislative leaders in Albany. Dubya is now playing nice with Nancy Pelosi, of...
March 01, 2007
States' RightsAs part of a multi-pronged legislative agenda for 2007, state securities regulators plan to lobby hard to have equity-indexed annuities defined as securities, ensure the...
March 01, 2007
Historic HighsAnalysts expect the valuations of REITs to remain solid in 2007, though the sector may experience some volatility. Christopher R. Lucas Robert W. Baird & Co. 703-821-5780 [email protected] Area of...
March 01, 2007
Managing Fear, Maintaining Your EdgeTo remain successful, we must stay ahead of the curve. Maintaining an edge with the affluent community means knowing how to discuss alternative investments as...
February 28, 2007
The vacation home alternativeHow 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 27, 2007
Economist Forecasts Decade Of Modest ReturnsInvestors appear to be getting lower returns for accepting risk than they were 5 years ago, and that might be a sign that average returns ...