Grizzly Bulls Blog: Alternative Investments Posts

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Should 401(k) Plans Dive Into New Waters?

A fresh wave of innovation is making a splash in the 401(k) world. But is it smooth sailing ahead, or should we be worried about sharks in the water?
Lee Bailey
Sep 30, 2024

Tax-Efficient Strategies for Cash Alternatives: Maximizing Returns While Minimizing Uncle Sam's Cut

For many investors, holding cash in a portfolio provides peace of mind, but it also leaves money on the table when it comes to tax efficiency. The balance between liquidity, risk, and return can be hard to strike, especially when taxes erode any gains from safe, low-return investments...
Lee Bailey
Sep 29, 2024

The Allure of Market Wizards: Does Magic Still Exist in Investing?

In the world of investing, market wizards—renowned traders and fund managers—often captivate with their impressive track records and larger-than-life personalities. But does following these gurus really lead to magical results for everyday investors, or is it an illusion? Let’s explore some common patterns in the performance of market wizards...
Lee Bailey
Sep 28, 2024

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