Beyond Stocks & Bonds: Understanding Alternative Investments

Creating Wealth

Alternative investments (also known as “alts”) are gaining traction with investors who want to go beyond the traditional 60/40 portfolio. But what exactly are they? And are they a good fit for your financial goals?

In this episode, we break down everything you need to know about alternative investments. We’ll explain what qualifies as an alt, how they differ from stocks and bonds, and why they’ve become more popular and accessible in recent years. You’ll also learn about different types of alts, from real estate and private equity to cryptocurrencies and collectibles, and the potential benefits and risks of adding them to your portfolio.

We’ll walk through:

• What counts as an alternative investment
• How alts are different from traditional assets
• Real estate, hedge funds, private equity, crypto, collectibles, and more
• Why some investors use alts to hedge against inflation and diversify
• Risks to watch out for: liquidity, fees, complexity, and lock-up periods
• Who alts are best suited for, and what questions to ask before investing

If you're curious about alts, this episode will help you make smarter, more informed decisions.

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