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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.
“To sleep – perchance to dream: ay, there’s the rub!” -William Shakespeare (via Hamlet) According to Grammarist, “The rub is a reference to the English …
In this fifth and final post in our miniseries on portfolio longevity, we’re continuing with our overview of the B-squad – various components that can play a role in the fixed income portfolio of the future.
“Any team can win” -Terry Bradshaw In the previous three alt.Blend posts, we covered: Living longer coupled with a low-rate environment poses serious challenges to …
“Some people remember where they were the exact moment when Elvis died or when Kennedy was shot. I remember the exact moment in time I …
“I’m interested in longevity, timelessness, style – not fashion.” – Ralph Lauren In part one of this topic, we discussed human longevity and how living …
Being able to take advantage of those “extra” years by still being in relatively good health and doing the things we love, and figuring out how to pay for it
“It’s been a long, a long time coming. But I know change gonna come, oh yes it will” -Sam Cooke During this past summer, I …
The fee discussion surrounding alts is ultimately a weighing of cost vs. (expected) value. But to make an informed decision, we first need to understand typical fee structures and their application.
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.
Securities offered through HighTower Securities, LLC, Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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