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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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Doing an Investment Portfolio Comparison

Phil writes in to say, "Why isn’t my portfolio of stocks, bonds and alternative investments matching the performance of the Dow Jones Industrial Average?" The answer to Phil's question simply has to do with which type of . ....

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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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