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David McInnis Featured @ Kiplinger  : A Wealth Adviser's Seven Savvy Tips on Alternative Investments

David McInnis Featured @ Kiplinger : A Wealth Adviser's Seven Savvy Tips on Alternative Investments

June 23, 2025

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

Private equity,hedge funds, real estate,annuitiesand commodities are now common topics in investment conversations, largely because of their potential for higher returns

and portfolio resilience duringmarket volatility.  But before stepping into these complex, often illiquid strategies, it’s critical to understand what they are — and how to approach

them strategically.

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