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BAM Intelligence

The challenge of keeping clients away from shiny new investing trends

Over the last decade, we’ve heard a lot about “alternative” investments.From hedge funds to startups, investors often wonder if they need something different in their portfolio.

Plus, it looks like easy money. A billion-dollar startup? A zero-risk hedge fund? Sign me up. Who wouldn’t want a piece of that action?

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The opinions expressed by featured authors are their own and may not accurately reflect those of the BAM ALLIANCE. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.

© 2015, The BAM ALLIANCE

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Carl Richards

The BAM ALLIANCE

Carl Richards is the creator of the weekly Sketch Guy column in The New York Times and is a columnist for Morningstar Advisor. Carl has also been featured in The Wall Street Journal, Financial Planning, Marketplace Money, The Leonard Lopate Show, Oprah.com and Forbes.com. His simple but meaningful sketches served as the foundation for his first book, “The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money.”

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