Today I’m talking about alternative investments.
An “alternative” is an asset that doesn’t fall into one of the three traditional investment categories (stocks, bonds, and cash).
For example, private equity, venture capital, and managed futures.
These complex strategies often claim to reduce risk + deliver “uncorrelated” returns.
- But do they live up to the hype?
- Do they provide compelling risk-adjusted returns?
- Should retirement savers include alternative investments in their portfolio?
I’m answering those questions (and more) in this episode.
Need Tax + Retirement Planning Help?
We specialize in helping people aged 50+ lower taxes, invest smarter, and (safely) create a retirement paycheck.
Our Free Retirement Assessment™ will answer your BIG questions and help you properly evaluate our firm.
Click the banner below to learn more. 👇
How to Listen to Today’s Episode
🎤 Click to Listen via Your Favorite Podcast App
Episode Resources
- Subscribe to the Stay Wealthy Newsletter! 📬
- Myth-Busting: Alts’ Uncorrelated Returns Diversify Portfolios [CFA Institute]
- Alternative Funds Are Winners in 2022 [Morningstar]
- Stay Wealthy Retirement Investing Series: