Alternative Investments

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Portfolio Management | Alternative Investments | Wiseradvisor.com
Energy Royalty Trusts

Background Energy Royalty trusts are neither stocks nor bonds, although they share some of their characteristics. Investment trusts are created to hold interests in operating assets, which produce income and cash flows that...
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Portfolio Management | Alternative Investments | Wiseradvisor.com
Trade of the Decade

The chart below shows that the multiyear downtrend in the Dow that began in 1999 looks set to continue with the recent breakdown early this year below the 2003 lows. 15400trade.jpg Most people will be surprised by...
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Portfolio Management | Alternative Investments | Wiseradvisor.com
So, you want to invest in an oil deal?

Why Me? Are you looking to join J.R. Ewing down at the Petroleum Club? Or, maybe you?re simply looking for an outsized return to make up for past hiccups. With oil hovering around $60 per barrel, more drilling...
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Portfolio Management | Alternative Investments | Wiseradvisor.com
Employee Stock Options: Investing and Mitigating Risk

For clients who are employed in some capacity by a publicly traded company (and occasionally private companies), there may be the opportunity to receive stock options from your employer. These options are somewhat...
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Portfolio Management | Alternative Investments | Wiseradvisor.com
A Well-Rounded Portfolio Might Include REITs

Mark Twain said to buy land - they're not making any more of it. That may still be good advice, even though a most popular way to invest in this finite commodity ' via a real estate investment trust (REIT) ' was...
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Portfolio Management | Alternative Investments | Wiseradvisor.com
Equity and Index Put or Call Options:

In my previous article, I talked about different methods of protecting your stock portfolio. As I explained there, the most commonly used technique is a stop loss order. With this technique, you identify a price and tell...
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