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One Indianapolis Alternative Investment Advisor offers three facts about alternative investments

One Indianapolis Alternative Investment Advisor offers three facts about alternative investments 1. Even if you are working with an Indianapolis alternative investment advisor, many alternative investments are private offerings available only to an “accredited investor.” An accredited investor is a term used by the SEC referring to investors who are financially sophisticate. To meet these guidelines, in general terms, you must have net worth of at least $1 million in net worth minus primary residence, or have an income of at least $200,000 per year if single and $300,000 with spouse (last two years and expectation of same this year), or both. There are even some offerings that require you to have over $5 million in assets to qualify. 2. If you do qualify as an “accredited investor,” it’s assumed that you have a degree of sophistication regarding investments and are better able to discern between investments than the average investor. Therefore, private offerings have less regulatory scrutiny than public offerings. That means that you will need to read the company prospectus and other offering materials very carefully —and don’t be afraid to ask lots of questions. Every move you make should be directly related to the idea of minimizing loss and maximizing potential gains. Bad things can happen to good people, so do your homework and your background checks on the people you are dealing with. 3. Many alternative investments are very illiquid — another drawback that pertains specifically to less wealthy investors. Typically investors in the alternative market can only access their capital on a monthly basis, even yearly in some cases, with additional notice periods also prevalent in most funds. There isn’t a market for these funds, so the self-taught trader who rules their investments on their work or home computer isn’t going to like the idea that these investments aren’t made for daily or weekly transaction, they are strictly for the long-term. Here’s another fact: Midwest Wealth Management offers sophisticated investors an alternative when looking for a more strategic path for long-term investing. Learn more at www.midwest-wealth.com. As a private investment group specializing in wealth management, Midwest Wealth Management, Inc. offers a proprietary trading platform, alternative investment offerings and dedicated advisory support for a select audience. For more information, please visit www.midwest-wealth.com. Investing in alternative investments may not be suitable for all investors and involves special risks, such as risk associated with leveraging the investment, potential adverse market forces, regulatory changes, and potential illiquidity. mwm_blogbanner
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Wealth management solutions: Weighing the advantages of alternative investments.

Some wealth management solutions aren’t for the faint of heart. But for those savvy enough, high associated risk also has the potential for high reward — by utilizing alternative investments to diversify the revenue stream, establish a longer-term wealth management strategy and help reduce the return to risk ratio, a smart investor can realize much success in this non-traditional market. And the risk is a fact not to be taken lightly: When you buy into alternative investments such as oil and gas, managed futures or hedge funds, you are in for the long run. Many hedge funds and other alternative investment funds have very restrictive policies for getting your money out. Some only allow redemptions once a year. However, if you’re receptive to the idea of accepting lower liquidity characteristics in exchange for a potentially higher rate of return in the long run, talk to a good alternative investment advisor who can show you new possibilities in wealth management and accumulation. You can also visit our website at www.midwest-wealth.com to learn more about alternative investing. While you’re there, you can get even more alternative investment information by downloading our free eBook entitled: The Alternative Investor, a guide book for alternative investments by Greg Shields, founder and President of Midwest Wealth Management, Inc. As a private investment group specializing in wealth management, Midwest Wealth Management, Inc. offers a proprietary trading platform, alternative investment offerings and dedicated advisory support for a select audience. For more information, please visit www.midwest-wealth.com. Investing in alternative investments may not be suitable for all investors and involves special risks, such as risk associated with leveraging the investment, potential adverse market forces, regulatory changes, and potential illiquidity. There is no assurance that the investment objective will be attained. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a no-diversified portfolio. Diversification does not ensure against market risk. mwm_blogbanner
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Indianapolis alternative investments: 5 myths every Eli Lilly executive needs to know

Myth 1: Indianapolis Alternative investments are a single asset class In Indianapolis, retirement planning with alternative investments can offer a different approach to wealth accumulation across a variety of markets and asset classes. They are a wealth accumulation vehicle that is primarily anything other than stocks and bonds and historically have little correlation to the ups and downs of the stock market. What is unique about them are the underlying risk factors that define these investments and their overall effect on an investment portfolio. Myth 2: Indianapolis alternative investments are more volatile than stocks and bonds Some alternative investments can experience higher levels of volatility than stocks and bonds ̶ commodities for example are at the mercy of supply and demand fluctuations and uncontrollable factors such as weather and crops ̶ but taken as a whole they are not always more volatile than any other investment. And because they are not at the mercy of stock market fluctuations, their returns exhibit lower correlations to stocks and bonds which can mean a potentially higher rate of return overall. Myth 3: Lack of liquidity hurts overall performance in alternative investments We believe it is important to have a long-term strategy about alternative investments, but the level of liquidity with alternatives depends on the investment itself. When investing in less liquid assets, an investor could potentially be compensated with a risk-adjusted return for their agreement to keep their capital in the investment for a longer period of time. Myth 4: Alternatives will always outperform stocks Alternatives are often thought in terms of high risk, high return potential. And in some cases this can be true: But some alternative investments can provide lower volatility with the potential for steady income. A highly diversified portfolio with a mix of traditional and alternative investments could achieve similar returns to equity markets with a lower level of volatility. The tradeoff is when equity markets have been strong, alternatives have tended to underperform. Myth 5: To choose the right alternative investment, rely on past performance. While, as with all investments, past performance is not a guarantee of future results, the selective addition of alternative investments that have historically demonstrated lower correlation to traditional market indices may: - Reduce overall portfolio volatility through diversification - Increase long-term portfolio performance through a variety of market conditions To learn more about the benefits of alternative investing as part of an overall investment strategy, download our free eBook entitled: The Alternative Investor, a guide book for alternative investments by Greg Shields, founder and President of Midwest Wealth Management, Inc. As a private investment group specializing in wealth management, Midwest Wealth Management, Inc. offers a proprietary trading platform, alternative investment offerings and dedicated advisory support for a select audience. For more information, please visit www.midwest-wealth.com. Investing in alternative investments may not be suitable for all investors and involves special risks, such as risk associated with leveraging the investment, potential adverse market forces, regulatory changes, and potential illiquidity. There is no assurance that the investment objective will be attained. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a no-diversified portfolio. Diversification does not ensure against market risk. mwm_blogbanner
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What is your investment advisor charging in fees?

What is your investment advisor charging in fees? It’s always a good idea to check exactly how and how much you are getting charged in fees from your investment advisor in relation to your wealth management strategies. If you planner is on a Fee-Only basis, then they are getting paid only for the advice they give. They do not earn commissions by selling financial products such as life insurance or mutual funds. However, they tend to focus on only the assets under their control, which usually means ignoring your big financial picture. Dual-registered advisors earn fees from advice and they may make commissions on some of the products they sell, while Commission-Based advisors make money only from the products sold. In these two areas, be aware of what the standard fee is when your advisor wants to make a purchase. Many advisors hire other advisors to choose assets like mutual funds for them, which they then turn around and sell you. These means you are paying for your advisor, at least one more advisor you know nothing about, and the standard fees associated with the product you are buying. In the long run, these stacked costs can have the negative effect of chipping away at your wealth accumulation. Talk to your advisor to see what fee-plan they utilize so you can get an idea of what to expect on your next statement, and possibly, what change in the investment plan you need to apply. As a private investment group specializing in wealth management, Midwest Wealth Management, Inc. offers a proprietary trading platform, alternative investment offerings and dedicated advisory support for a select audience. For more information, please visit www.midwest-wealth.com. mwm_blogbanner
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Consider the alternatives: In Indianapolis, alternative investments benefits for Roche executives

Although there is much talk among Indianapolis alternative investment advisors and their clients about an alternative investment’s performance ability, it’s their low correlation to traditional assets that many investment advisors find most appealing. Because alternative investments are true non-correlated assets, they are not dictated by the fluctuations of the stock market. Not only that, but these long-term types of investments can also have very little correlation between each other, so if one loses value it doesn’t necessarily impact other alternative investments to any large degree. Securing the downside protection for the long term is becoming as important as overall performance, but in the end improving a portfolios risk/return ratio can really depend on the advisor’s depth of knowledge concerning alternative investments. The advisor’s skillset is leveraged to determine the percentage that is allocated to alternative investments in a client’s portfolio. Even a very low percentage must provide enough diversification to reduce the risk of the overall portfolio. Alternative investments can be a great way to create potential opportunities in a cyclical market. With an experienced advisor like Midwest Wealth Management, they can help protect your investment and provide a substantial means of generating income potential. To learn more about the opportunities and obstacles associated with alternative investments, visit www.midewest-wealth.com and download our free eBook entitled: The Alternative Investor, a guide book for alternative investments. As a private investment group specializing in wealth management, Midwest Wealth Management, Inc. offers a proprietary trading platform, alternative investment offerings and dedicated advisory support for a select audience. For more information, please visit www.midwest-wealth.com. Investing in alternative investments may not be suitable for all investors and involves special risks, such as risk associated with leveraging the investment, potential adverse market forces, regulatory changes, and potential illiquidity. There is no assurance that the investment objective will be attained. mwm_blogbanner
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Talk to your Investment Advisor about alternative investment advantages.

There are many more strategies available today with alternative investments than in the past, and with the right investment advisor, alternative investments can be a very advantageous tax and wealth accumulation strategy for wealthy individuals. That’s because alternative investments can offer income tax savings, potentially high upsides and income when you stick with them. With today’s more sophisticated investor, their mindset is much more receptive to accepting lower liquidity characteristics in return for a unique and appealing investment approach. Talk to your investment advisor about the advantages of alternative investments, or visit us at www.midwest-wealth.com for more Indianapolis wealth management solutions. As a private investment group specializing in wealth management, Midwest Wealth Management, Inc. offers a proprietary trading platform, alternative investment offerings and dedicated advisory support for a select audience. For more information, please visit www.midwest-wealth.com. Investing in alternative investments may not be suitable for all investors and involves special risks, such as risk associated with leveraging the investment, potential adverse market forces, regulatory changes, and potential illiquidity. There is no assurance that the investment objective will be attained. mwm_blogbanner
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The pros and cons of alternative investing from an Indianapolis Alternative Investment Advisor

There are a lot of wealth accumulation advantages that an experienced Indianapolis alternative investment advisor can leverage for his or her clients. Alternative investments can help ensure portfolio diversification which can also provide a balanced portfolio with lower volatility compared to a portfolio composed of stocks and bonds. Alternative investments can also offer income tax savings, provide investors with the potential for an additional cash flow and are true non-correlated assets, which means that they are not dictated by the fluctuations of the stock market. And although you have the high risk/high reward component, another positive is that alternative investments may increase the risk-adjusted return for those who know how to manage these types of assets. It is also important to remember that when you buy into alternative investments, you are usually in for the long run, because alternative investments are less “liquid,” meaning they are harder to sell if an investor needs money back on his investment. They can also have lengthy down cycles, as in the case of as residential housing. Because of these factors, it’s usually affluent, sophisticated and accredited investors seeking untraditional means of wealth accumulation that find these types of investments appealing. We invite you to learn more about alternative investing by reading The Alternative Investor, a guide book for alternative investments by Greg Shields, founder and President of Midwest Wealth Management, Inc. This free eBook can be found at www.midwest-wealth.com. As a private investment group, Midwest Wealth Management, Inc. offers a proprietary trading platform, alternative investment offerings and dedicated advisory support for a select audience. For more information, please visit www.midwest-wealth.com. Investing in alternative investments may not be suitable for all investors and involves special risks, such as risk associated with leveraging the investment, potential adverse market forces, regulatory changes, and potential illiquidity. There is no assurance that the investment objective will be attained. mwm_blogbanner
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The diversification potential of alternative investments in wealth management.

With both investors and investment advisors, there is a popular belief that hedge funds and private equity funds are extremely risky alternative investments. On their own- this is a valid point. However, when you think about these investments as part of a diversified plan in the context of the total portfolio, you will find that many types of alternative assets have great diversification potential. Because alternative investments have a low correlation to the traditional stocks and bonds market, adding these to a portfolio can reduce volatility without sacrificing part of the return. This ability to diversify is among the strongest reasons why some types of institutional investors invest in alternative assets. Investment advisors also seek alternatives such as real estate to benefit from these "uncorrelated" returns that do not move in tandem with traditional stock and bond markets offering a “hedge” against market volatility. For more information on the advantages of alternative investments, download our free eBook entitled: The Alternative Investor, a guide book for alternative investments by Greg Shields, President of Midwest Wealth Management, Inc. As a private investment group specializing in wealth management, Midwest Wealth Management, Inc. offers a proprietary trading platform, alternative investment offerings and dedicated advisory support for a select audience. For more information, please visit www.midwest-wealth.com. Investing in alternative investments may not be suitable for all investors and involves special risks, such as risk associated with leveraging the investment, potential adverse market forces, regulatory changes, and potential illiquidity. There is no assurance that the investment objective will be attained.mwm_blogbanner
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