Hi Jan,
Alternative investments have been front and center in our community lately, and for good reason. With markets evolving and traditional strategies sometimes feeling limited, it’s natural to explore what else might be out there. That’s why this week, we’re focusing on hedge funds—what they are, how they work, and whether they have a place in a retirement-focused portfolio.
In this week’s article, we break down the mechanics, risks, and realities behind hedge fund strategies. It’s not about chasing headlines or hype, but understanding the role these tools can play, especially for those who value diversification and are comfortable with added complexity.
Last week I mentioned Alex’s multi-part workshop series inside the Academy on alternative investments. This article and podcast episode will feel like a natural continuation of that conversation. With Part 3 of the workshop series on the way this month, now’s a great time to deepen your understanding and start evaluating whether these options support your long-term goals.
| | | | Hedge Funds Demystified: What Retirees Need to Know Most investors first hear the term “hedge fund” and picture a secretive club where only the ultra-wealthy can play. In reality, they’re simply private funds that give managers much wider latitude than a traditional mutual fund. By Retirement Researcher | | | | Hedging Your Bets in Retirement: What You Should Know
Wade and Alex break down the complex world of hedge funds—how they work, how they’ve evolved, and what retirees need to know. They unpack common strategies, fee structures, and risks, helping you understand where (or if) hedge funds fit in a retirement portfolio.
| | | | | | | | Did you know? In the Academy, we host a new Workshop every month! Workshops are deep-dive presentations on a specific topic related to retirement planning accompanied by a dedicated Q&A session (avg. total of 3-5 hrs. long). Academy Members get access to all past and upcoming Workshops included with their membership.
If you're curious you can click here to view a full list of those Workshops. | | | | |
