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Today I'm talking about alternative investments.
An "alternative" is an asset that doesn't fall into one of the three traditional investment categories (stocks, bonds, and cash).
For example, private equity, venture capital, and managed futures.
These complex strategies often claim to reduce risk + deliver "uncorrelated" returns.
But do they live up to the hype?
Do they provide compelling risk-adjusted returns?
Should retirement savers include alternative investments in their portfolio?
I'm answering those questions (and more) in this episode.
WANT MORE RETIREMENT PLANNING TIPS?
Join thousands of listeners and subscribe to the Stay Wealthy Retirement Newsletter.
As a thank you, you'll receive a copy of my 2023 Tax Planning Cheatsheet.
👉 Click here to subscribe and grab your cheatsheet.
***
EPISODE RESOURCES:
✏️ Grab the Episode Show Notes
📊 Get Your Free Retirement and Tax Analysis
📘 Pre-Order the More Than Money Book
By Taylor Schulte, CFP®4.7
622622 ratings
Today I'm talking about alternative investments.
An "alternative" is an asset that doesn't fall into one of the three traditional investment categories (stocks, bonds, and cash).
For example, private equity, venture capital, and managed futures.
These complex strategies often claim to reduce risk + deliver "uncorrelated" returns.
But do they live up to the hype?
Do they provide compelling risk-adjusted returns?
Should retirement savers include alternative investments in their portfolio?
I'm answering those questions (and more) in this episode.
WANT MORE RETIREMENT PLANNING TIPS?
Join thousands of listeners and subscribe to the Stay Wealthy Retirement Newsletter.
As a thank you, you'll receive a copy of my 2023 Tax Planning Cheatsheet.
👉 Click here to subscribe and grab your cheatsheet.
***
EPISODE RESOURCES:
✏️ Grab the Episode Show Notes
📊 Get Your Free Retirement and Tax Analysis
📘 Pre-Order the More Than Money Book

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