Alternatives

How institutions invest

When it comes to investing, you sometimes hear the phrase “big money” thrown around. That term loosely refers to institutional investors—large funds managed on behalf of an institution or group

Institutional investors—the so-called “big money” funds—have the power to move markets and a habit of posting above-average returns. We look at their approach.

Hedge funds, explained.

If your only reference point for hedge funds is pop culture, it can be easy to misunderstand what they are and how they work. From Game Stop to George Soros

Hedge funds are frequently misunderstood thanks to pop culture. We review what they are, how they’re different, and when they make sense in a portfolio.

When (and why) alternative investments make sense

When you hear the word investing, your thoughts may drift to stocks and bonds. But as much as we associate investing with the stock and bond markets, there’s a much

Investing beyond stocks and bonds can help investors build a well-diversified portfolio, but alternative investments are a large and varied market.

How financial advisors can help you access alternative investments

More and more investors are seeking access to alternative investments. But alts can be harder to access and understand than more traditional investments.

What’s the deal with private investments?

The stock market—which features publicly-traded companies—is just one way to own shares of a business. Kelly provides an overview of private markets.

What are alternative investments?

Alternative investments can help build diversified portfolios during periods of high volatility, and high correlation, for stocks and bonds. Kelly Milligan explains.

How alternative investments work in a portfolio

Alternative investment can create diversification, but may not be accessible to everyone. Kelly walks through how this works at Quorum.

2023 winners and losers

Each year, we like to take time to reflect on what happened in investing over the past 12 months. This not only helps us discuss your portfolio with you, it

A roundup of what worked and what didn’t in 2023… and what that means for us in 2024. Kelly Milligan recaps the year for Advisor Perspectives.