Alternative investments are often defined not by what they are, but by what they are not. It is this quality that could make alternatives potentially valuable diversifiers when added to a portfolio of traditional investments. While some investors may equate alternative investments with the high-risk/high-return vehicles that garner the lion’s share of media attention (especially […]
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Recent years have witnessed the mainstreaming of alternative investments for certain accredited investors.¹[images style=”2″ image=”http%3A%2F%2Frebelfinancial.com%2Fwp-content%2Fuploads%2FComplicated-formula-on-blackboard-300×273.jpg” width=”300″ align=”right” top_margin=”20″ bottom_margin=”20″ left_margin=”20″ right_margin=”20″ full_width=”Y”] McKinsey & Company, a global consulting firm, found that individuals in the U.S. have put more than $625 billion into alternative investments. By year end 2015, McKinsey expects alternative investments will represent 13% […]
When it comes to interest rates, one thing’s for certain: What goes down will eventually come up. The federal funds rate — the rate on which short-term interest rates are based — has varied significantly over time. It’s a cycle of ups and downs that can affect your personal finances — your credit card rates, […]
Oil prices, which are down nearly one-third since last summer’s peak, have come under pressure due in large part to new energy supplies — notably from the United States — which are tipping the balance of supply and demand.1 Over the past several years U.S. oil production has increased more than 70% and, according to […]
(For the quarter ended December 31, 2014.) Autumn’s twists and turns did not deflect the stock market from its upward climb. When the dust settled on New Year’s Eve, the S&P 500 ended up more than 4% on the quarter and more than 11% on the year, despite sharp dips in mid-October and mid-December. The NASDAQ […]
It is estimated by the U.S. Secret Service, the federal agency responsible for protecting the U.S. currency, that prior to the adoption of a national currency in 1863 up to one-third of the currency in circulation was counterfeit.¹Today, while 90% of all known counterfeit currency is seized before it reaches circulation, combating counterfeiting remains core […]
Did you know that more than $5.14 trillion in assets are benchmarked to the Standard & Poor’s 500 Composite Index, including $1.6 trillion in index assets?¹The S&P 500 is ubiquitous—we see it on the TV news, read about it in the newspapers and very likely see some of our own investments’ performance compared against it. […]
As the Federal Reserve winds down its massive bond-buying program, the widely predicted after effects — rising interest rates and inflation — have thus far failed to materialize. The yield on the bond market’s bellwether 10-year Treasury note, which started 2014 at 3.03%, had fallen to 2.33% as of October 29.1 Similarly, inflation, as measured […]
While nature offers four seasons, Wall Street offers only one—four times a year. It’s called “earnings season,” and it can move the markets. So what is earnings season and why is it important?Earnings season is the month of the year that follows each calendar quarter-end month (January, April, July and October) in which many public […]
For as long as there has been a stock market, investors have sought a reliable framework to determine the future direction of prices. Success has been elusive. But thanks to the work of three American economists, we operate today with a better understanding of what determines an asset’s price than the generations of investors that […]