Beyond Traditional: Unlocking the Potential of Alternative Assets
The Limitations of Traditional Investments Traditional investments stocks, bonds, and cash have been the backbone of most investment portfolios for decades. They offer liquidity, are relatively easy to understand, and provide a clear path to wealth accumulation over time. However, in today's complex financial landscape, these traditional investments may not be enough to meet all investor needs. Market volatility, low interest rates, and high correlation among asset classes can expose investors to risks that can significantly impact their portfolios. For example, during the 2008 financial crisis, global stock markets plunged, and the value of many portfolios dropped precipitously. Even bond markets, which are typically seen as safer investments, were not immune to the turmoil. This scenario highlighted a significant limitation of traditional investments: when markets crash, these assets often move together, leading to significant losses across a portfolio. Investors who were heavily weighted in stocks and bonds had little protection against the downturn, which underscored the need for diversification beyond these traditional assets.
1147354702
Beyond Traditional: Unlocking the Potential of Alternative Assets
The Limitations of Traditional Investments Traditional investments stocks, bonds, and cash have been the backbone of most investment portfolios for decades. They offer liquidity, are relatively easy to understand, and provide a clear path to wealth accumulation over time. However, in today's complex financial landscape, these traditional investments may not be enough to meet all investor needs. Market volatility, low interest rates, and high correlation among asset classes can expose investors to risks that can significantly impact their portfolios. For example, during the 2008 financial crisis, global stock markets plunged, and the value of many portfolios dropped precipitously. Even bond markets, which are typically seen as safer investments, were not immune to the turmoil. This scenario highlighted a significant limitation of traditional investments: when markets crash, these assets often move together, leading to significant losses across a portfolio. Investors who were heavily weighted in stocks and bonds had little protection against the downturn, which underscored the need for diversification beyond these traditional assets.
9.99 In Stock
Beyond Traditional: Unlocking the Potential of Alternative Assets

Beyond Traditional: Unlocking the Potential of Alternative Assets

by Chad R. Larson
Beyond Traditional: Unlocking the Potential of Alternative Assets

Beyond Traditional: Unlocking the Potential of Alternative Assets

by Chad R. Larson

eBook

$9.99 

Available on Compatible NOOK devices, the free NOOK App and in My Digital Library.
WANT A NOOK?  Explore Now

Related collections and offers

LEND ME® See Details

Overview

The Limitations of Traditional Investments Traditional investments stocks, bonds, and cash have been the backbone of most investment portfolios for decades. They offer liquidity, are relatively easy to understand, and provide a clear path to wealth accumulation over time. However, in today's complex financial landscape, these traditional investments may not be enough to meet all investor needs. Market volatility, low interest rates, and high correlation among asset classes can expose investors to risks that can significantly impact their portfolios. For example, during the 2008 financial crisis, global stock markets plunged, and the value of many portfolios dropped precipitously. Even bond markets, which are typically seen as safer investments, were not immune to the turmoil. This scenario highlighted a significant limitation of traditional investments: when markets crash, these assets often move together, leading to significant losses across a portfolio. Investors who were heavily weighted in stocks and bonds had little protection against the downturn, which underscored the need for diversification beyond these traditional assets.

Product Details

ISBN-13: 9798350992335
Publisher: BookBaby
Publication date: 03/05/2025
Sold by: Barnes & Noble
Format: eBook
Pages: 148
File size: 867 KB

About the Author

Chad Larson is a distinguished leader in Wealth Management, celebrated for his strategic vision, client-focused approach, and innovation in alternative investing. After earning a Bachelor of Arts in Economics, Chad co-founded MLD Wealth Management in 2004 and today, he manages one of the largest multi-family offices in the country, serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients across Canada and globally. With countless accolades including being named one of the top 50 most influential individuals in the Canadian investment Industry, Chad's expertise and dedication has earned him the trust of Canada's most discerning investors.
From the B&N Reads Blog

Customer Reviews