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Alternative Investments: Should You Invest in Them?

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Manage episode 356677488 series 1521440
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

WANT MORE RETIREMENT PLANNING TIPS?

Join thousands of listeners and subscribe to the Stay Wealthy Retirement Newsletter.

As a thank you, you'll receive a copy of my 2023 Tax Planning Cheatsheet.

👉 Click here to subscribe and grab your cheatsheet.

***

EPISODE RESOURCES:

✏️ Grab the Episode Show Notes

📊 Get Your Free Retirement and Tax Analysis

📘 Pre-Order the More Than Money Book

  continue reading

202 episodes

Artwork
iconShare
 
Manage episode 356677488 series 1521440
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

WANT MORE RETIREMENT PLANNING TIPS?

Join thousands of listeners and subscribe to the Stay Wealthy Retirement Newsletter.

As a thank you, you'll receive a copy of my 2023 Tax Planning Cheatsheet.

👉 Click here to subscribe and grab your cheatsheet.

***

EPISODE RESOURCES:

✏️ Grab the Episode Show Notes

📊 Get Your Free Retirement and Tax Analysis

📘 Pre-Order the More Than Money Book

  continue reading

202 episodes

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