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Why You Might Consider Owning Alternative Investments- Episode 143

“Traditional” investments consist mainly of stocks, bonds, and cash.  Many people get by just fine with these, and simply alter their allocation as they age or as their goals and needs change.

Others, though, may want to consider investments that fall outside of the traditional group.  Why?  They may be looking for further portfolio diversification, or a potential hedge against market volatility, or they’re able to withstand a greater degree of risk in exchange for the possibility of greater returns.

Should you consider owning alternative investments?  And what exactly is an alternative?  Learn more from podcast host Johnny Dean and “Professor” Rick Plum, CFP® on this week’s episode of Managing Your Financial Future!

Important Information:

You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk including the loss of principal.

Diversification strategies do not ensure a profit and cannot protect against losses in a declining market.

Rick Plum is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name Lucia Capital Group, a separate entity from LPL Financial.

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