By Barbara Young, Cypress Wealth Advisors
Just because someone is terrific at wealth creation doesn’t necessarily mean they’re equally good at managing serious money.
I was reminded of that during a recent conversation about the importance of alternative investments on a portfolio.
In my 30 years of investing and wealth management, I’ve seen many strategies come and go. One that is here to stay – and was previously accessible only to the wealthiest – is diversifying risk with alternative assets.