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These pass-through vehicles often yield around 5% or 6%, though they can present tax-reporting headaches and are far from risk free.
July 16 -
While actual hedge funds may be limited to the very wealthy, advisors are using their strategies to reduce risk in the portfolios of everyday clients.
July 15 -
While actual hedge funds may be limited to the very wealthy, advisors are using their strategies to reduce risk in the portfolios of everyday clients.
July 15 -
Hedge fund alpha is going from bad to worse. Why the decline in performance?
July 14 -
For advisors, the choices among alternative beta portfolios are numerous. Which ones make the most sense for clients?
July 11 -
How does owning gold compare to owning precious metals equities?
July 11 -
Long-term gains on some gold investments can be surprisingly high, under the rules for collectibles.
July 11 -
Long-term gains on some gold investments can be surprisingly high, under the rules for collectibles.
July 11 -
Investors often make mistakes when buying and selling art. Most novices will first call an auction house, which may not be unbiased about its own program.
July 10 -
Investors often make mistakes when buying and selling art. Most novices will first call an auction house, which may not be unbiased about its own program.
July 10 -
A small amount of gold in a portfolio can act as a good alternative asset to diversify risk.
July 9 -
To include real estate in a portfolio, buying rental property may be more practical than investing in tax liens or making private loans.
July 8 -
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.
July 7 -
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.
July 7 -
Gold’s role as an alternative investment might be reduced with Washington moving back from the brink of default.
July 3 -
Private equity funds have had superior returns, but risks can be magnified if investors don’t know where their money will go.
July 3 -
Gold’s role as an alternative investment might be reduced with Washington moving back from the brink of default.
July 3 -
Money market funds and liquid bank accounts currently lack returns but offer safety as well as liquidity.
May 29 -
Saving a few basis points on expenses is nice, but the critical issue is finding an ETF that does what you want it to do.
May 28 -
Some assets work best in a tax-advantaged retirement plan while others belong in a taxable account.
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