Financial Poise

Articles tagged: Alternative Assets

Estates like these require smart, informal estate planning via non-probate property

Informal Estate Planning: Non-Probate Property

Did you include planning for non-probate property in your informal estate planning? Learn why this is an essential step in setting your affairs in order.

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A hand reaches into the sea, as if optimistic about the future of a private equity investor

Are Investors Still Happy with Private Equity Performance?

Private equity investors say expectations were met throughout the last decade. Going into 2020, is private equity performance still meeting forecasts?

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An open wooden door, representing opportunities for accredited investors in private equity

Heeding the Unicorn’s Call: How to Invest in Private Companies as Public Stocks Shrink

How Does the Average Investor Invest in Private Equity? Historically, private market investments have typically outperformed investments in public stocks. In addition, while private equity has grown from a $30 […]

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An RIA/Registered Investment Advisor talks with a client about their fear of private equity investments

Why Your RIA Fears Private Equity Investments

RIAs Lack in Alternative Investment Offerings for Their Clients Registered investment advisors (RIAs) have never been the preferred vehicle for finding alternative investment opportunities, especially private equity. Large private equity […]

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The exterior of a luxury home, representing the challenges of buying real estate as an investment

The Risks, Rewards and Challenges of Buying Real Estate

Investing in Real Estate for Beginners Property values are rising in smaller cities, renting remains popular in first-tier cities, and many Millennials are entering the housing market for the first […]

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Several skyscrapers on Wall Street, representing the concept of private equity and Fund of Funds

Private Equity Fund of Funds: 2020 and Beyond

A private equity fund of funds or FOF gives investors access to otherwise selective funds, but can it compete with the wider PE market in the future?

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a mixed pile of old coins, symbolizing investing in rare coins

Show Me the Money! A Closer Look at Investing in Coins

Investing in Rare Coins is More than a Hobby Having collectibles as an investment can be a great way to diversify your portfolio and cut down on risk. The general […]

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auto auction, representing the investing concept of real tangible assets

Do Real Assets Outperform Stocks and Bonds?

The Pros and Cons of Real Assets You know what they say about investing in land: “They’re not making any more of it.” And you may have heard people say […]

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beads of water on a leaf, symbolizing liquid alternative investments

Liquid Alternatives Feel More Fluid to New Investors

Over the last decade, investors have pursued alternative investments that rival hedge funds without the same risks. The result: liquid alternative funds.

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a hedge maze, symbolizing hedge funds, risk management, and investing in hedge funds

Alternative Assets and the “Average” Accredited Investor Installment #11: Investment in Hedge Funds

Investment in hedge funds has become available to a wider audience in recent years. Learn how a hedge fund investment works.

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