Archive for Tag: alternative investments

The Federal Reserve Meets Next Week

The federal reserve meets again later this month to make a decision about interest rates. There are 8 scheduled meetings each year; this will mark the 6th of those 8 scheduled meetings. While most of us read about the results from headlines...

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Caution: Robo-Advisor Ahead

Considering how much risk (a lot) is required for a given return (a little), there may be better investment opportunities available. This is especially important for clients in retirement – where risk management is paramount to investment return.

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A Primer on Private Equity

You may already be invested in private equity; large pension plans are very keen on private equity investments. If you have a pension with CalSTRS or CalPERS, or the University of California, you very likely own some private equity...

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The Fourth Challenge of Private Equity

Private Equity is a type of investment. Private Equity investments are those investments in companies that are not publicly-traded. (Publicly-traded entities are those whose shares of ownership are available on a public exchange. Apple Inc. (ticker: AAPL) is an...

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