Alternative Investments: Myths & Misconceptions

A lot of misunderstanding surrounds alternative investments. Some investors still think of them as high-risk, exotic funds reserved for ultra-high-net-worth individuals and sophisticated institutions. However, the reality is that alternatives have a place in nearly every portfolio. Myth: Alternative investments are more volatile than stocks and bonds. Reality: While some alternative investments can experience higher levels […]

Alternative Investment Terms: Key Concepts

Investment terms by letter A Accredited Investor – While additional criteria also apply, in general, “Accredited Investors” are individuals with a net worth of $1 million or annual income of $200,000 (or $300,000 joint income with a spouse); or entities with a net worth of $5 million. Alpha – Measures the excess return of a portfolio above […]

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