Personal Finance Advice and Commentary

Tuesday, November 17, 2015 11:05 am
By Dr. Don Taylor ·

Alternative investments are assets classes other than stocks, bonds and cash.

Monday, March 31, 2014 2:48 pm
By Sheyna Steiner ·

Including alternative asset classes in your portfolio may add some diversification benefits.

Wednesday, June 26, 2013 1:13 pm
By Sheyna Steiner ·

Institutional investors are increasingly using mutual funds for exposure to alternative investing strategies.

Friday, September 28, 2012 12:24 pm
By Sheyna Steiner ·

Highly correlated asset classes are just one thing keeping institutional investors on their toes, a new survey has found.

Friday, July 13, 2012 5:00 pm
By Barbara Whelehan ·

The Center for Retirement Research at Boston College came out with a dismal status report of the 401(k) plan.

Friday, September 30, 2011 3:02 pm
By Sheyna Steiner ·

The chief investment officer at the California Public Employees’ Retirement System spoke to Bloomberg TV on Wednesday. Joe Dear, Calpers’ CIO, says meeting their target return this year will be tough. Over the long-term, Dear said in the Bloomberg story, “Calpers chief says 7.75 percent return (is) tough to meet,” the returns of the largest

Saturday, May 14, 2011 1:24 pm
By Judy Martel ·

The market’s volatility has been unsettling, causing investors to seek diversification with alternative investments — so-called because they are designed to provide a counterweight to traditional investments like stocks, bonds and property. Commodities such as gold and silver, which have taken off in price in the last year, are examples of alternative investments. InvestmentNews surveyed

Friday, May 06, 2011 2:35 pm
By Barbara Whelehan ·

Alternative investments are all the rage among heavyweight investors. U.S. pension funds are boosting their allocations to hedge funds, according to a recent article on, a website that tracks news of interest to chief investment officers of pension funds, endowments and foundations. These guys are the so-called “smart money.” Individual investors can learn a

Wednesday, January 19, 2011 8:00 am
By Sheyna Steiner ·

Hedge funds are so 2000s. The exclusive investments of the rich and richer may be on their way out; in their place institutional investors and investment advisors are buying alternative mutual funds and ETFs. A survey by the investment research company Morningstar, and Barron’s, the investment magazine, found that the liquidity and transparency of mutual