Business owners possess an entrepreneurial mentality that allows them to take risks that would keep most people awake at night. In doing so, they fulfill the dual roles of fearless risk-taker and …

Alternative investments include many different types of investments or assets which fall outside of the three primary or traditional asset classes known to most investors: cash, bonds and stocks.An …

Congratulations! You are finally retired. When you consider all of the major transitions in your life (off to college, first job, get married, buy a house and start a family) no other transition is …

The foundation of an investment plan is a strategic asset allocation which lays out how your portfolio will be allocated among different asset classes, such as stocks, bonds, and cash. In choosing …

Now that I have your attention, let’s focus on something that all investment portfolios have – R-I-S-K. In financial terms, risk is exposure to loss which is related to the expected return of an …

The theme of using one’s money for the good of society dates to the early days of life here in America. As a young investor in the 1990s, I learned that socially responsible investing involved the …