Key Points to Consider With Alternative Investments

Published on September 15, 2025

Conversations with clients about alternatives should focus on their specific goals, whether that's potentially enhancing returns, reducing risk, generating income, or achieving better diversification.

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Thinking Outside the Box to Build a Better Income Portfolio

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Clients work a lifetime for financial freedom. Once retirement comes, they often have a large nest egg to spend. However, there can also be a huge fear of spending the portfolio down.

YTD Asset Class Performance Shows Shift From U.S. Stocks

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Until this year, U.S. stocks had consistently been the best-performing asset class over the past 15 years, so diversification did not work. And as a result of that runup, the U.S. stock market became very expensive. However, this year, diversification outside the U.S. into foreign stocks has added value, and gold is shining very brightly.