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Alternative Investments
Why invest in real estate?
Anyone who has purchased a home is a real estate investor — but there’s a big difference between taking on a mortgage and investing in office buildings, malls or industrial parks. In this blog, I explain the basics of real estate investing, the potential benefits, and the ways that individuals can add real estate exposure to their portfolio.
Behavioral Finance
Behavioral Advisor: Why Invest Now? A Tale of Three Investors
This piece is approved to use with clients.
“Now’s not a good time to invest,” or “I’m waiting for the right conditions” are familiar refrains we hear from investors and advisors alike. Fortunately for long-term investors who don’t take regular withdrawals from their portfolios, the sequence of returns doesn’t affect the ultimate investment outcome.
Alternative Investments
Spring training for alternatives investors
A primary goal of spring training is getting the players back to basics by focusing on the fundamentals of the game. By doing so, the players ensure they are ready to go when the season begins. In honor of spring training, I’d like to take investors back to the basics and fundamentals of alternative investments (or alts).
Behavioral Finance
Behavioral Advisor: Does the Economy Predict Stock Returns?
Investors, economists and the media spend an enormous amount of time and energy trying to forecast the economy. The idea is that forecasting economic growth will give us an idea of where the stock market is headed. Surprisingly, no predictive relationship exists between current economic conditions and the current stock market.
Behavioral Finance
Diversify by Strategy to Stay on Track
It’s important for investors to understand how different investment strategies work and how each performs under various market conditions.
Alternative Investments
The Role of Commodities
In this paper, Invesco discusses two key benefits of adding commodity exposure to portfolios.
Behavioral Finance
Behavioral Advisor: Use Needs Rather than Fear for Allocation
Risk tolerance can result in poor risk management, significant misallocation of resources and a high degree of anxiety. AthenaInvest suggests using a needs-based planning instead.
Behavioral Finance
Behavioral Advisor: Look Beyond Cost For Active Management
Focus on low-cost equity mutual funds has increased dramatically in the past decade. While cost matters, mutual funds should be evaluated based on what investors get for the price they pay.
Behavioral Finance
Behavioral Advisor: The Wall of Worry
The last eight years have been a good period for equity investing. But can it last?
Behavioral Finance
Behavioral Advisor: Reframing Performance with Better Charts
Some charts emphasize volatility, timing, and emotionally charged events, distorting how we view performance and hurting the real long-term probability of a successful outcome.
Behavioral Finance
Behavioral Advisor: Why Expected Returns Matter Most
The current emphasis on low volatility and non-correlated multi-asset portfolios, created by blending equities, bonds and alternatives, can lead to unnecessary over-diversification and result in significant underperformance for long-term investors.
Behavioral Finance
From Plan to Portfolio
Advisors integrating planning into their practices face new challenges. Of critical importance is the advisor’s ability to translate client needs into financial solutions and to communicate how those solutions meet their goals. Needs-based planning builds confidence in the advisor and helps clients avoid costly emotional decisions which can sabotage long-term results.