Recent Stories From This Author
From confusing benchmarks to fictional 'income,' some advisors are deceiving clients about their financial health.
Restructuring a client’s investments to maximize their after-tax payoff can yield a small fortune. Start with these steps.
Investors may be able to generate extra returns (without extra risk) by betting on unpopular equities. Here’s how.
So-called experts tend to do a lousy job predicting the direction of the economy or the stock market. Here's what advisors should do about it.
Income planning can save clients thousands of dollars a year in premium tax credits.
David Lafferty of Natixis Global Asset Management offers Schwab Impact attendees advice on thinking differently about clients' risk tolerance and debunking myths.
Principles of behavioral finance can prevent destructive investment moves, advisors hear at Schwab Impact conference.
Behavioral economist Shlomo Benartzi has launched an app to help investors set better retirement goals and improve financial planning around those goals.
A Vanguard model aiming to forecast the next decade’s returns offers some useful takeaways.
For some alternatives, once you consider the benchmark, the more difficult part is justifying the investment's place in the portfolio.
Benchmarking alternatives isn't easy, but it's critical in making sure clients and advisors are clear on the investments' role in the portfolio. Here's how to benchmark private equity, non-traditional bonds and long-short funds.
Do advisors know enough about alternatives to recommend them to clients? Here's one key to making sure you understand the investments' role in client portfolios.
Hedge fund alpha is going from bad to worse. Why the decline in performance?
How does owning gold compare to owning precious metals equities?
A small amount of gold in a portfolio can act as a good alternative asset to diversify risk.
Though private, non-traded REITs have very high loads and ongoing expenses, low-cost REITs can have a place as alternatives in our clients' portfolios.
Some alternative asset classes are appealing in theory until you stop and think about them, according to CFP Allan Roth. Here are three types advisors should avoid.
Low or negative correlation is necessary for a good alternative investment, but don't forget the second essential trait.
Alternative investments aren't just for institutions any longer. Alt mutual funds and ETFs have seen a 100% increase in inflows over the past two years.
By focusing on what really needs protecting, advisors can help bring insurance spending under control.