Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Look at your brand for answers
By Maribeth KuzmeskiDoes 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 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
April 09, 2008
Using Alternatives to Retain ClientsAs markets become more challenging, advisors seeking to insulate client portfolios from market volatility are borrowing a page from the playbook of institutional investors, by...
April 01, 2008
Are Alternative Investments A Way To Make A Retirement Portfolio Grow Faster?Will alternative investment options be an important piece in ensuring that an individual has sufficient assets to provide regular income in retirement?
April 01, 2008
Private Equity Pedigree = Persistent Positive ReturnsPrivate equity firms may be struggling with the credit crunch, but they're here to stay. That's the conclusion of a recent report from the Boston...