In This Video: Understanding the landscape of alternative investments is essential for diversifying your portfolio beyond traditional assets. In this video, Fred Hubler of Creative Capital Wealth Management Group breaks down the primary categories of alternative investments, offering a clear overview of how these strategies function for the modern investor. Throughout the discussion, the video highlights several key avenues for …
[VIDEO] Alternative Investment Strategies: Insights from a Forbes.com Contributor
In This Video: The financial landscape is undergoing a significant transformation as alternative investment strategies become more accessible to a broader range of investors. In this video, Fred Hubler, CEO and Wealth Strategist for Creative Capital Wealth Management Group, introduces his latest Forbes.com contribution, which explores this shift toward new frontiers in investing. Key takeaways from his discussion include: Explore …
[VIDEO] Modernizing Wealth: Accessible Alternatives for Every Investor
In This Video: Creative Capital Wealth Management Group presents a unique perspective on investment accessibility by challenging the notion that high-level financial opportunities should remain exclusive to high-net-worth individuals. This video utilizes a lighthearted scenario to emphasize the firm’s core philosophy regarding portfolio diversification and access. Key takeaways include: Explore the full video above to see how this team is …
[VIDEO] Alternative Investments
In This Video: Are you feeling the impact of market uncertainty and looking for ways to protect your financial future beyond traditional public stocks, bonds, and mutual funds? This video explores how diversifying your approach to wealth management can potentially reduce risk in today’s economic climate. Key takeaways include: If you are ready to explore new strategies and move beyond …
[VIDEO] Are Alternative Investments Right for you?
In This Video: This video from Creative Capital Wealth Management Group addresses the frustrations many investors face when reviewing their portfolios during market downturns. It highlights the shortcomings of relying solely on traditional assets and encourages viewers to reconsider their current financial strategy. Key points covered in the video include: If you are looking for a different perspective on your …
[VIDEO] Market Outlook and Economic Analysis: Fred Hubler on Cheddar
In This Video: In this insightful discussion, Fred Hubler, CEO and Chief Wealth Strategist at Creative Capital Wealth Management Group, breaks down the current economic landscape as of October 2022. Hubler shares his expert perspective on why investors should remain cautious despite sporadic market spikes, offering a realistic view of the challenges ahead for both consumers and the broader economy. …
Summary of Why Alternative Strategies Represent A New Frontier In Investing written by Fred Hubler on Forbes
Alternative investments were once reserved mainly for the ultra-wealthy, but Fred Hubler argues they’re becoming increasingly accessible to retail investors as technology and globalization reshape the market. He defines the category broadly: private equity, hedge funds, real estate, commodities, and cryptocurrencies, assets generally less liquid and more complex than traditional stocks and bonds, but offering the potential for higher returns …
Summary of Cash Isn’t The Most Exciting Asset, But It Belongs In Your Financial Planning written by Fred Hubler on Forbes
Cash rarely gets much attention as an asset class, but Fred Hubler argues it deserves a real look, especially with interest rates rising and markets volatile. He notes some advisors may be reluctant to recommend it since it doesn’t generate commissions or fees the way other products do. He defines cash broadly: savings accounts, money market accounts, and shorter-term CDs, …
Summary of Navigating Choppy Seas -How To Stay Afloat In A Sea Of Economic Turbulence written by Fred Hubler on Forbes
Rising inflation, the war in Ukraine, a possible US default, and the Federal Reserve’s rate hikes were all contributing to a volatile market, and Fred Hubler laid out how each piece fit together. He noted that US inflation, measured by the Consumer Price Index, rose 7.9% in February 2022, the highest rate in 40 years, driven by supply chain disruptions, …
Summary of 8 Unconventional Strategies To Navigate Alternative Investments written by Fred Hubler on Forbes
With traditional stocks, bonds, and mutual funds facing ongoing volatility, more investors are exploring alternatives in search of higher returns and better diversification, and Fred Hubler runs through several unconventional options. He cites a Cerulli Associates report showing high-net-worth clients now allocate an average of 9.1% of their assets to alternatives, with advisors expecting that to climb to 9.6% by …