Understanding Alternative Investments

During this show we’ll cover a number of asset classes that are often ignored by investors & financial advisors. They simply refer to them as Alternative Investments, as if they were less important than stocks & bonds. Stock prices have been rising for more than 6 years, and bonds have been in a bull market for 35 years. What happens to your portfolio if both those asset classes decline for several years? Are you prepared?

       Which asset classes are included in Alternative Investments? Are these asset classes riskier or less liquid? Are they only available to accredited investors? If not – why don’t financial advisors recommend them for all investor portfolios? To better understand Alternative Investments, as well as address these & many more of your questions we invited the guy who wrote the book!

       Our special guest will be Stephen Todd Walker, Senior VP and Financial Advisor at RBC Wealth Management. He works with Executives of large publicly traded companies, as well as privately held companies, family offices and other institutional investors. Stephen Todd Walker believes all securities move in waves which exhibit distinct patterns, cycles or trends which he covers in his book: Understanding Alternative Investments: Creating Diversified Portfolios that Ride the Wave of Investment Success.

       We don’t want you nor our other listeners to merely talk about diversification – we want your portfolio to be truly diversified. So prepare your questions, then grab a cup of coffee, tea, glass of wine, or your favorite beverage and join us for Understanding Alternative Investments …

     Monday September 28th, 2015
    – 9:00 AM in Arizona (12:00 noon on the US East Coast)
    – and every 2nd & 4th Monday