Financial Poise

All Articles by John Drachman

John Drachman

About John Drachman

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Alternative assets go mainstream

Beyond the Fringe: Alternative Asset Classes Go Mainstream

Alternative asset classes are going mainstream thanks to recent legislation and fewer publicly traded companies, but are retail investors ready?

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IRA investments for families

6 Reasons Private Equity Makes a Great IRA Investment Option

A private equity IRA investment has its benefits, from tax advantages to increased diversification. Learn more about this IRA investment option.

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Multi-family apartment buildings like these are eligible for inclusion as REIT investments

The REIT Income for Retirement: 6 Reasons to Invest in REITs

Retirees seek diversified retirement income sources as they continue to age. REIT income may provide the risk-adjusted returns they need.

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Equity Crowdfunding

What Investors Need to Know about Equity Crowdfunding: Part 2

There is considerable potential in equity crowdfunding, but all investors should be aware of the advantages and disadvantages to such investing.

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Equity Crowdfunding

What Investors Need to Know about Equity Crowdfunding: Part 1

Equity crowdfunding has changed in notable ways since its introduction in 2012, and is now primed to revolutionize how we finance companies and investments.

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When Stocks Decline, Alternative Investments May Help (Part 2)

Diversification is Almost Always a Winning Strategy As noted in “When Stocks Decline, Alternative Investments May Help (Part 1),” the impact of asset allocation on volatility and returns has been widely debated, but a landmark study from the CFA Institute found that between 1974 and 1983, diversifying among a variety of asset classes – and […]

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alternative assets in a bear market

When Stocks Decline, Alternative Investments May Help (Part 1)

With Bear Market Approaching, Diversification an Attractive Option Someday you may be asked: “Where were you on March 9, 2009?” For market historians, that day marked the bottom of the Great Recession: the S&P 500 had just sunk below 700 for the first time in 13 years. Goldman Sachs warned investors that the S&P could […]

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2018 IRA alerts

2018 IRA Alerts Investors Will Want to Know

The tax prep season perennially stirs financial advisors to reach out to their retirement-minded clients to review asset allocation strategies. There are several 2018 IRA alerts and reminders that may make this tax season a little smoother for everyone. 2018 IRA Alerts May Affect Tax Season Strategies One strategy that received a boost in 2017 […]

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gold investments

Gold Investments Remain a Stable Choice Despite Economic Uncertainty

The Gold Standard Skittish Baby Boomers and their financial advisors seeking retirement investments that might act as a shock absorber to their portfolios during volatile times are increasingly turning to the age-old fallback plan: Gold investments. This enduring asset class once again appears to be a standby option for those made nervous because of heightened […]

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