In this episode, Dr. Preston Cherry and Shana Sissel discuss the importance of alternative investments in portfolio construction and risk management. They explore the vast universe of alternatives, how they can align with personal values, and the evolving landscape of investment strategies.

Key Points:
• Alternative investments offer diverse opportunities outside of traditional stocks and bonds.
• A balanced portfolio should mix core and alternative investments to manage risk.
• Knowing how different assets interact helps in creating a strong investment strategy.
• Investors should choose alternatives that align with their values and interests.
• Discussing risk, liquidity, and goals with clients is key for building successful investment plans.

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Dr. Preston D. Cherry

What we share here is for educational purposes only, not personal financial advice. Feel free to join in the discussion! See our disclosures for more information: https://www.concurrentfp.com/disclosures/