Archive for September, 2014

MAGNUSEN: INVESTMENT ALTERNATIVES

September 19, 2014

Lara Magnusen is so committed to alternative investments that she became a Chartered Alternative Investment Analyst, or CAIA and has been Director of Research and now Director of Investment Products at alternative investment specialist, Altegris Advisors. She explains why she decided to focus on alternatives in the first place.

Watch the related WEALTHTRACK episode.

JENKINS & MAGNUSEN: ALTERNATIVE INVESTMENTS

September 19, 2014

Worried about the stock and bond markets? Are alternative investments the solution? Alternatives, such as hedge funds now come in a liquid mutual fund form so they can be bought and sold daily on an exchange. They are regulated and transparent, so you know what they own – and the fees are considerably less than hedge funds. Most are available to average individual investors. These Liquid Alternative funds have taken off – their assets have increased ten fold since 2005. Lipper’s Robert Jenkins and Altegris Advisors’ Lara Magnusen discuss the risks and rewards of alternative investments. Continue Reading »

JENKINS: DEVELOPING INCOME FUNDS

September 19, 2014

Robert Jenkins, Head of Global Research at Lipper doesn’t just track existing  mutual funds he is also on the lookout for ones that are being developed. He says there are some interesting income-oriented products in Japan that could be heading our way.

Watch the related WEALTHTRACK episode.

Darst & Kaplan: Portfolio Changes

September 12, 2014

With the stock market trading near record highs should investors adjust their portfolios? David Darst and Jay Kaplan say yes! Darst is an independent investment consultant and Senior Advisor and member of the Global Investment Committee at Morgan Stanley. He is also the author of 11 books, including two on mastering the art of asset allocation. Kaplan is portfolio manager of several funds run by small cap pioneer, The Royce Funds, which is known for its value orientation and high quality company focus. We’ll get their personal perspectives on market valuations. Continue Reading »

DARST: POSITIVE IMPACT

September 12, 2014

David Darst, now Senior Advisor at Morgan Stanley and Independent Financial Consultant has never confined himself to one intellectual or professional pursuit. A true renaissance man, annual attendee of Burning Man, triathlon competitor and prolific author, his recent book Voyager 3: Fifty Four Phases of Feeling, named after two Voyager space probes shares a series of personal experiences through poetry, prose and photography. I asked Darst to describe his next frontier.

Watch the related WEALTHTRACK episode.

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