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Alternative Investments

Energy Royalty Trusts

Feb 24, 2014

Background Energy Royalty trusts are neither stocks nor bonds, although they share some of their characteristics. Investment trusts are...

Trade of the Decade

Feb 24, 2014

The chart below shows that the multiyear downtrend in the Dow that began in 1999 looks set to continue with the recent breakdown early...

Employee Stock Options: Investing and Mitigating Risk

Feb 24, 2014

For clients who are employed in some capacity by a publicly traded company (and occasionally private companies), there may be the...

A Well-Rounded Portfolio Might Include REITs

Feb 24, 2014

Mark Twain said to buy land - they're not making any more of it. That may still be good advice, even though a most popular way to invest...

Equity and Index Put or Call Options:

Feb 24, 2014

In my previous article, I talked about different methods of protecting your stock portfolio. As I explained there, the most commonly used...

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