Monthly Archives: June 2020

In fact, this can be anyone’s Hedge Fund alternative since it has few financial qualifications and a $10,000 minimum investment ($25K in TEXAS). The maximum investment is $1 million. Truth be told… it’s not a hedge fund at all. It’s a special type of annuity. Issued by a few highly-rated insurance companies. But hedge funds are “sexier” and annuities are boring – but not these! In this, what I call a “fixed income (bond) hedge fund alternative”, your worst return … Continue reading

The following is an excerpt from Ben Carlson’s, CFA blog post on June 4, 2020. I really enjoy his writing and historical perspectives and wanted to pass it along to my readers. “Once you start digging into the historical numbers you begin to realize the stock market is even crazier than advertised. Surprisingly, huge up and down moves happening in the same year is not that out of the ordinary. The Great Depression crash which began at the tail end … Continue reading