Category: Why Alternatives?

08 Oct 2015

What you Need to Know about Alternatives Event Recap:

As part our dedicated effort to raise awareness and educate the curious minded, we’re touring the country hosting events on what exactly someone should be looking for in an Alternative Investment. Phd Ben Hunt and author of Epsilon Theory was a great keynote, talking about current and future global factors that might shake up market volatility. […]

09 Oct 2015

Weekend Reads: Expectations

60/40 Return Expectations – (A Wealth of Common Sense) The Solo Financial Advisor Is Not Just Surviving, But Thriving, By Serving The Mass Affluent! – (Nerd’s Eye View) INFOGRAPHIC: ALTERNATIVES – (Proshares) High-quality bonds—The Rodney Dangerfield of investments – (Vanguard) Soybeans Rebound as U.S. Cuts Crop Estimate More Than Expected – (Bloomberg) Bears Could Return […]

14 Oct 2015

Alternative Links: 42% Have No Idea

42% of respondents have no idea what “Alternative Investments” means 2014 Jackson Alternative Investment Education Survey – (Jackson)   Firms such as Manning & Napier have also looked to non-traditional or alternative bond funds as an interest-rate hedge. In late 2014, the firm added a 5% allocation to fixed-income managed futures for the first time […]

27 Oct 2015

Looking Under the MLP Hood

Maybe it’s because we’re so close to Halloween, but we can’t help but be drawn to the carnage in the MLP space. Recently, investors’ multi-year treat has turned into a trick as of late. How spooky has it become?  Well, after nearly quadrupling investors’ money from April of 2009 through April of 2014, the Alerian […]