Alt Blend is where we combine less-conventional investments with forward-thinking perspectives on the world beyond stocks and bonds. Welcoming investors of any experience level, we’ll create a concoction of all-things Alts, including fundamentals of alternative investments, the role they play in the ever-changing environments we encounter, and a wide range of topics you aren’t likely to hear about in regular market news. Whether you’re a newcomer to Alts or a veteran private-market investor, there is sure to be something in store for you at the Blend.  

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Incoming! Part 4: Taxes, Fees, and (Finally) Returns!

“Money, it’s a crime. Share it fairly but don’t take a slice of my pie.” -Pink Floyd, Money Unless you have some type of tax-sheltering …

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Incoming! Part 3: Yield

“Money, well, get back. I’m alright, Jack, keep your hands off of my stack.” -Pink Floyd, Money Your investment portfolio may seem a bit ethereal, …

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Incoming! Part 2: Income Distribution Mechanics

“Money, it’s a gas. Grab that cash with both hands and make a stash.” – Pink Floyd, Money Not so fast. Yes, many people receive …

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Incoming! Part 1: Basics of Investment Income Generation

“Money, get away. Get a good job with more pay and you’re okay.” Pink Floyd, Money The burden of generating retirement income is now placed …

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The 2021 Indextravaganza!

“Departure of a year welcomes so many new memories” -Munia Khan Over the past two weeks, I’ve realized that the first anniversary of Alt Blend …

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Edie McClurg

A diversified mix of Alts should be like Edie McClurg: playing an important role – dependable assets year after year, decade after decade.

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Special Edition: Inside Due Diligence

In the previous edition of alt.Blend, we discussed the due diligence process and some considerations involved in both investment due diligence (IDD) and operational due …

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Dili Dally

“Diligence is the mother of good fortune” -Benjamin Disraeli (author and British Prime Minister) In a recent edition of Dividend Café, David Bahnsen revisited the …

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About the Author

Steven Tresnan, CAIA®, CFP®

Private Wealth Advisor

Steve is a Certified Financial Planner as well as a Chartered Alternative Investment Analyst®. He is also an Accredited Investment Fiduciary, which helps him offer guidance to clients with fiduciary responsibilities, such as board members of trusts, foundations, and endowments. Steve earned a Bachelor of Science degree in Industrial Engineering from Penn State University.

Steve serves on the board and finance committee of New Music USA – a national nonprofit devoted to the development and appreciation of new music in the U.S. – and volunteers as the Treasurer for Campus Fun & Learn, a child development center on the campus of Rockland Community College in New York.