by Gino D'Alessio | Apr 26, 2022 | Portfolio Management
Which Type of Portfolio Might a Young Investor Who Is Not Afraid of Risk Choose? The typical portfolio of a young investor who is not afraid of risk will, of course, have a large allocation to risky assets. Assets that have a higher risk factor also have higher...
by Sarah Bauder | Nov 25, 2019 | Portfolio Management
Depending on the profile of the investor, alternative assets can be a good diversifying strategy when incorporated into IRA allocation. Alternative investments can include things like real estate, precious metals, cryptocurrencies, and hedge funds, amongst others....
by Sarah Bauder | Sep 13, 2019 | Portfolio Management
Choosing what is the best way to provide guaranteed retirement income can be difficult, to say the least. An annuity is an insurance vehicle that offers a fixed stream of payments. On the contrary, an IRA is a retirement plan that allows the investor to compound...
by Sarah Bauder | Sep 9, 2019 | Annuities, Portfolio Management
We conducted a survey asking 2,000 US respondents which investments they regarded as the safest for long-term retirement investing. We used Google Surveys and targeted males and females between the ages of 35 to 65+ from coast to coast. We asked the following question...
by Sarah Bauder | Aug 22, 2019 | Portfolio Management
Since its inception in 2009, Bitcoin has skyrocketed in both popularity and price. Those investors who dipped a toe into the world of cryptocurrency early on made sizeable profits. If Bitcoin is already in your portfolio, then you are certainly curious what it will be...
by Sarah Bauder | Aug 14, 2019 | Annuities, Portfolio Management
Structured settlements are a type of financial arrangement negotiated from a legal settlement, which guarantees the recipient a series of financial payments over a defined number of years. They usually arise after a plaintiff wins an accident lawsuit resulting in...
by Sarah Bauder | May 13, 2019 | Precious Metals
IRAs are recommended for everyone. That said, Gold IRAs are not ideal for all individuals. While gold has historically been seen as a reliable long-term investment, that doesn’t necessarily mean that a Gold IRA is the best vehicle for retirement funds. Proponents see...
by Sarah Bauder | Apr 30, 2019 | Portfolio Management
More and more people are turning to alternative stocks and investments as a diversification strategy for their portfolio. In this article, industry experts weigh in on some alternative stocks and investments to own in 2019, and why they are a good choice. Gold Stocks,...
by Gino D'Alessio | Jan 10, 2016 | Hedge Funds, Portfolio Management
We are going to look at the results of a paper published by AIMA (Alternative Investment Management Association) in collaboration with CAIA (Chartered Alternative Investments Analysts) Association The paper finds that more and more sophisticated investors are...
by Renee Ann Breiten | Jan 7, 2016 | Portfolio Management
Oil prices hit their lowest in years and the export ban on U.S. crude oil was lifted after a larger spending bill passed through Congress at the end of December. The $1.1 trillion spending measure helped to stave off a government shutdown and includes a variety of...
by Gino D'Alessio | Nov 26, 2015 | Portfolio Management
#1 How will my portfolio fare in a crisis This is a question every investor should have on his mind. What happens to my portfolio if there is a Stock market crash? Or what would happen if interest rates go up sharply? A good balance and a well-diversified portfolio...
