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Kiplinger
Kiplinger
Business
David M. McInnis, MBA, CFP®, CIMA®

A Wealth Adviser's Seven Savvy Tips on Alternative Investments

The number seven in yellow on a white sticky note against a blue background.

In recent years, alternative investments have captured the attention of high-net-worth investors — especially those nearing retirement or seeking new ways to diversify.

Private equity, hedge funds, real estate, annuities and commodities are now common topics in investment conversations, largely because of their potential for higher returns and portfolio resilience during market volatility.

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