MTI061 Alternative Investments
Money Tree Investing
Money Tree Investing Podcast
4.6 • 658 Ratings
🗓️ 13 November 2015
⏱️ 50 minutes
🧾️ Download transcript
Summary
Traditional investments of stocks and bonds are beginning to be more and more correlated. This makes it hard to be diversified in your portfolio. Today we talk about alternative investments that can help you reduce the overall correlation of your
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Transcript
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| 0:00.0 | Welcome to the Money Tree Investing podcast. Stock market, wealth, personal finance, value stocks, |
| 0:08.4 | invest in your life. Thanks for tuning in to the Money Tree podcast, your source for investing and money |
| 0:27.8 | matters. |
| 0:28.7 | I'm your host, Andrea Trevillian from takeasmartestep.com. |
| 0:31.7 | This week, we're going to discuss alternative investments for your portfolio. |
| 0:36.9 | Today's guest is Kirk Chisholm. He is a principal and |
| 0:41.1 | wealth manager at Innovative Advisory Group. He has been a licensed investment advisor and wealth |
| 0:46.8 | manager for over 16 years. He's successfully managed portfolios over two full market cycles |
| 0:53.0 | in both bear and bull markets. Kirk has been |
| 0:56.2 | providing wealth management services to individuals, executives, entrepreneurs, and their families, |
| 1:01.8 | as well as businesses and organizations since 1999. He's received the five-star wealth manager |
| 1:08.2 | award in Boston Magazine four separate times. He holds a degree in |
| 1:13.1 | economics from Trinity College in Hartford, Connecticut. Welcome to the show, Kirk. |
| 1:18.9 | Great. Thanks for having me on, Andrea. All right. So let's get into this topic about |
| 1:24.4 | alternative investments. What exactly is an alternative investment? |
| 1:30.4 | Well, it's an interesting question. The term alternative investment doesn't technically |
| 1:34.6 | have a meaning. Different groups use it in different ways. So for instance, traditionally alternative |
| 1:43.5 | investments have been used, the term has been used to |
| 1:46.1 | define hedge funds on Wall Street. But the term could, really, it depends on the individual. |
| 1:54.0 | So if you've invested in CDs your whole life, then you might consider stocks an alternative investment. |
| 2:00.6 | If you've invested in real estate your whole life, |
| 2:04.0 | investing in a business might be an alternative investment. |
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