Financial Intel Monthly

Alternative Investments - Going Mainstream

Feb 11, 2020 5:11:00 PM / by The Retirement Group posted in CAM Annuity, Chevron, ERB, ESRO, ExxonMobil, Financial Planning, Hewitt, In Service Withdrawal, investments, Lump Sum, Northrop Grumman, Option 1 Withdrawal, Pension, Pension Options, Retirement, Retirement Planning, Verizon, 401K, 72t, Age Penalties, Benefit Commencement Date, Workshops, TRG, Mainstream

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Recent years have witnessed the mainstreaming of alternative investments for certain accredited investors. In fact, one study found that alternative investments have grown to make up about 25% of state and locally run public pension fund investments.(1, 2)

The impetus behind this growth is the belief that alternative investments offer the potential to enhance the risk/reward characteristics of a traditionally diversified portfolio.(3)

"Alternative investments" is an umbrella term for a disparate range of investment strategies and assets that might be best defined as investments that use a different approach from traditional instruments.

While today’s portfolios may benefit from some diversification to alternative investments, it should be emphasized that the risk, return, and market correlations will vary widely among them.(3) Consequently, individuals need to consider what their objective is for adding alternative investments and select the appropriate strategy to pursue their needs.

Types of Alternative Investments

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Retirement Plan Considerations at Different Stages of Life

Feb 8, 2019 8:16:16 AM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Economic Report, ERB, financial freedom, Hewitt, In Service Withdrawal, income, investments, Money, Northrop Grumman, Retirement, savings, The Retirement Group LLC, top rated, Verizon, Verizon 401K, 401K, 401k, 72t, ATT, Verizon Seminar

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Saving for Retirement.

Feb 1, 2019 9:00:50 AM / by The Retirement Group (800) 900-5867 posted in Financial Planning, funds, investments, Retirement, savings, 401K, 401k, 401K.com, 72T, 72t, access.att, Age Penalties, age penalties, AT&T 401K, AT&T seminar, benefit commencement date, Best adviser

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Medicaid Planning Basics

Jan 19, 2019 10:43:59 AM / by The Retirement Group (800) 900-5867 posted in Early Retirement, family, financial freedom, Financial Planning, health insurance, income, investments, Retirement, 401k, 401K.com, 72T, Age Penalties, ATT, medicaid

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Growth vs. Value: What's the Difference?

Jan 12, 2019 9:10:30 AM / by The Retirement Group (800) 900-5867 posted in bonds, bull market, investments, market, Money, money management, stock, stock market, The Retirement Group, bear market

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Handling Market Volatility

Jan 10, 2019 10:30:31 AM / by The Retirement Group (800) 900-5867 posted in bonds, CAM Annuity, Early Retirement, Economy, financial freedom, Financial Planning, Hewitt, hr1stop, In Service Withdrawal, Interest, investments, Lump Sum, Money, netbenefits, Northrop Grumman, stock market, stocks, 401k, 72T, Age Penalties, allocation, AT&T Pension, benefit commencement date, Best adviser, wallstreet

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eggs on bowl

Conventional wisdom says that what goes up must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when your money is at stake. Though there's no foolproof way to handle the ups and downs of the stock market, the following common-sense tips can help.

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Investing In Bonds

Jan 7, 2019 2:37:20 PM / by The Retirement Group (800) 900-5867 posted in bonds, financial freedom, investments, Retirement, retirement plannign, revenue, stocks, taxes, The Retirement Group, wallstreet

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How Much Auto Insurance Do you Need?

Jan 7, 2019 2:27:41 PM / by The Retirement Group (800) 900-5867 posted in financial freedom, insurance, investments, Money, savings, taxes, The Retirement Group, auto, medical

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