Hi Jan,
When markets feel unpredictable, it’s natural to start wondering whether more exotic or uncorrelated investments might offer a better path forward. Lately, we’ve been hearing more questions about things like natural resources and commodities - investments that don’t move in lockstep with stocks and bonds.
This week’s article takes a clear-eyed look at those options and asks the deeper question: just because something is different, does that mean it belongs in your retirement plan? It’s easy to get caught up in the appeal of “uncorrelated” or “alternative” assets, but the real test is whether they actually support your long-term goals.
To round out the conversation, we’re also sharing two related reads from McLean: one on how to decide if any investment belongs in your portfolio, and another on the limits of relying solely on models and projections. As always, the goal isn’t just to invest… it’s to invest with intention.
| | | | Should You Add Uncorrelated Assets to Your Retirement Portfolio? When markets feel shaky or inflation dominates the headlines, it’s natural to start wondering whether you should branch out from the usual stocks and bonds. That’s when the term “uncorrelated assets” starts popping up
By Retirement Researcher | | | | Does This Investment Belong in Your Portfolio? Here’s How to Decide. If it feels like there’s a new investment idea popping up every week, you’re not imagining it. From cryptocurrencies and thematic ETFs to private placements and managed futures, today’s investment landscape is overflowing with options.
By McLean Asset Management
| | | | From Insight to Action: Knowing the Limits of Investment Models If you’re an investor today, you’re likely swimming in opportunities. There’s no shortage of funds, factors, or financial innovations vying for a spot in your portfolio.
By McLean Asset Management
| | | | When Disaster Strikes... Should You Invest?
Wade and Alex dive into alternative investments like natural resources, commodities, and catastrophe bonds—explaining how they work, their risks, and how they might enhance retirement portfolio diversification.
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