Named the Best Personal Finance Podcast by Bankrate.com and Kiplinger, The Stacking Benjamins Show features a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG ...
…
continue reading
Content provided by Hilary Hendershott, CFP, Hilary Hendershott, and CFP. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hilary Hendershott, CFP, Hilary Hendershott, and CFP or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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continue reading
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282: Do You Really Need Alternative Investments As Your Net Worth Grows?
Manage episode 487917888 series 2390752
Content provided by Hilary Hendershott, CFP, Hilary Hendershott, and CFP. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hilary Hendershott, CFP, Hilary Hendershott, and CFP or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Today we’re diving into the world of alternative investments (a.k.a. alts)–opportunities that are often marketed with the promise of high returns and diversification, but frequently come with hidden risks and complexities.
In this episode, Hilary shares the professional insights and experiences she’s gleaned about alts in her 25+ years as a fee-only fiduciary financial advisor with deep expertise in public markets. From high fees and lack of transparency to liquidity issues and potential for fraud, she breaks down why these investments may not be the golden ticket they're often marketed as–and explains how Hendershott Wealth Management® designs client portfolios instead.
Tune in to learn:
- Why alts are so appealing to high net worth investors,
- Some of the biggest risks and pitfalls of alternative investments,
- How to make informed decisions about your investment strategy, and
- Why we believe a well-diversified, low-cost portfolio is the best–and most evidence-based–path to financial security.
Bottom line: The actual experience of holding alternative investments is not conducive to the kind of elegance, simplicity, or peace of mind we pursue for our clients and want for you.
Here’s what you’ll learn in this week’s episode of Love, your Money®:
- 01:40 What alternative investments are, what contributed to the rise of them, and why they remain so alluring
- 05:20 The fee structure of alts compared to the fee of a low-cost, globally-diversified index portfolio–and an example of their impact on returns
- 06:00 Talking liquidity: How accessible is your wealth when invested in alts, and what are typical lock-up periods?
- 08:25 Strike three against alts: Lack of transparency and the difficulty of actually being able to value your holdings
- 10:07 Alternative investments + fraud = a few real-world stories you might recognize
- 11:33 Comparing returns from the Teacher Retirement System of Texas (TRS) with the Public Employees' Retirement System of Nevada (PERS) – and making it real for you
- 14:35 Stories about the failures of alts, including high end art, a managed futures fund, angel investments, and CEO theft
- 20:30 The Hendershott Wealth Management® investment philosophy, AKA why we will never accept default risk and what we do prioritize, instead
- 24:12 My final verdict on alternative investments, and how to evaluate investment opportunities
Show Notes
To get access to the full show notes, including all the resources mentioned, visit: https://hendershottwealth.com/podcast/do-you-need-alternative-investments
Follow Hilary on:
Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.
287 episodes
282: Do You Really Need Alternative Investments As Your Net Worth Grows?
Love, your Money - Wealth, Money, and Financial Advisor for Women
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Manage episode 487917888 series 2390752
Content provided by Hilary Hendershott, CFP, Hilary Hendershott, and CFP. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hilary Hendershott, CFP, Hilary Hendershott, and CFP or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Today we’re diving into the world of alternative investments (a.k.a. alts)–opportunities that are often marketed with the promise of high returns and diversification, but frequently come with hidden risks and complexities.
In this episode, Hilary shares the professional insights and experiences she’s gleaned about alts in her 25+ years as a fee-only fiduciary financial advisor with deep expertise in public markets. From high fees and lack of transparency to liquidity issues and potential for fraud, she breaks down why these investments may not be the golden ticket they're often marketed as–and explains how Hendershott Wealth Management® designs client portfolios instead.
Tune in to learn:
- Why alts are so appealing to high net worth investors,
- Some of the biggest risks and pitfalls of alternative investments,
- How to make informed decisions about your investment strategy, and
- Why we believe a well-diversified, low-cost portfolio is the best–and most evidence-based–path to financial security.
Bottom line: The actual experience of holding alternative investments is not conducive to the kind of elegance, simplicity, or peace of mind we pursue for our clients and want for you.
Here’s what you’ll learn in this week’s episode of Love, your Money®:
- 01:40 What alternative investments are, what contributed to the rise of them, and why they remain so alluring
- 05:20 The fee structure of alts compared to the fee of a low-cost, globally-diversified index portfolio–and an example of their impact on returns
- 06:00 Talking liquidity: How accessible is your wealth when invested in alts, and what are typical lock-up periods?
- 08:25 Strike three against alts: Lack of transparency and the difficulty of actually being able to value your holdings
- 10:07 Alternative investments + fraud = a few real-world stories you might recognize
- 11:33 Comparing returns from the Teacher Retirement System of Texas (TRS) with the Public Employees' Retirement System of Nevada (PERS) – and making it real for you
- 14:35 Stories about the failures of alts, including high end art, a managed futures fund, angel investments, and CEO theft
- 20:30 The Hendershott Wealth Management® investment philosophy, AKA why we will never accept default risk and what we do prioritize, instead
- 24:12 My final verdict on alternative investments, and how to evaluate investment opportunities
Show Notes
To get access to the full show notes, including all the resources mentioned, visit: https://hendershottwealth.com/podcast/do-you-need-alternative-investments
Follow Hilary on:
Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.
287 episodes
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Similar to Love, your Money - Wealth, Money, and Financial Advisor for Women
Named the Best Personal Finance Podcast by Bankrate.com and Kiplinger, The Stacking Benjamins Show features a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG ...
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Save more and spend less is more than just a motto for money expert Clark Howard; it’s a way of life. Clark and his crew — Team Clark — are on a mission to empower people to take control of their personal finances by providing money-saving tips, consumer advice, hot deals and economic news to help everyone achieve financial freedom. Clark is a nationally syndicated radio talk show host and a consumer reporter for television stations around the country. His podcast, The Clark Howard Show, rec ...
…
continue reading
The latest news from the world of personal finance plus advice for those trying to make the most of their money.
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
Timeless wisdom in an accelerating world. Hosted by Shane Parrish. “The highest density of wisdom per episode of any podcast.” Weekly Newsletter: fs.blog/newsletter Books: fs.blog/books X: x.com/ShaneAParrish IG: www.instagram.com/farnamstreet LI: www.linkedin.com/in/shane-parrish-050a2183
…
continue reading
Learn all the hacks to upgrade your life, money and travel – all while spending less and saving more. Host Chris Hutchins is a life hacker who has saved millions by breaking down every aspect of life, looking to maximize happiness at the lowest cost. Chris and guests like Tim Ferriss, Tony Hawk, Codie Sanchez and Gary Vaynerchuk will help you learn the strategies and tactics they used to shape their success.
…
continue reading
Stephan Piscano founder of The Real Estate Networking Group the largest real estate group online interviews experts in real estate, finance, sports, motivation and more as we use common sense concepts to give investors insights on financial markets and have a lot of fun talking sports, politics and business motivation as well!
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
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Go offline with the Player FM app!
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