Why You Should Consider Alternative Investments

Why You Should Consider Alternative Investments written by Kevin McNab and published in ColoradoBiz Magazine explores the world of alternative investments for the average investor.  Although there are advantages, an investor must understand the underlying investment and the tax consequences before adding to a portfolio.

In Mebane T. Faber’s 2009 book, The Ivy Portfolio, he starts with, “16.62 percent. That figure is the annualized return the Yale University endowment has returned per year between 1985 and 2008. To put that number into perspective, the S&P 500 Index returned 11.98 percent a year over the same time period in one of the greatest bull markets in U.S. history.”

So how did Yale University achieve this? Using alternative investments! Now that I have your attention, do alternative investments have a place in your portfolio?…READ MORE!

Kevin McNab

This article is written by Kevin J. McNab. Kevin is President of ACE Wealth Partners, LLC and is a CFP®, ChFC®, and CRPC®. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. The views expressed in this blog post are as of the date of the posting, and are subject to change based on market and other conditions. This blog contains certain statements that may be deemed forward-looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Please note that nothing in this blog post should be construed as an offer to sell or the solicitation of an offer to purchase an interest in any security or separate account. Nothing is intended to be, and you should not consider anything to be, investment, accounting, tax or legal advice. If you would like investment, accounting, tax or legal advice, you should consult with your own financial advisors, accountants, or attorneys regarding your individual circumstances and needs. No advice may be rendered by ACE Wealth Partners, LLC unless a client service agreement is in place. If you have any questions regarding this Blog Post, please Contact Us. Please read our website DISCLOSURE carefully for additional information.