What are alternative investments? Alternative investments (often called “alts“) are assets outside of a traditional portfolio of publicly traded stocks and bonds. Their returns are sometimes uncorrelated to the returns of the broader stock market, which can make them useful for diversification beyond a standard 60/40 portfolio.
Tax filing season is in full swing, and many people are paying closer attention to income, deductions, and their overall tax picture.
Tax filing season is in full swing, and many people are paying closer attention to income, deductions, and their overall tax picture.
Tax filing season is in full swing, and many people are paying closer attention to income, deductions, and their overall tax picture.
As 2025 ends, we must look at what lies ahead in 2026. And, with a new year comes new “limits.”
As 2025 ends, we must look at what lies ahead in 2026. And, with a new year comes new “limits.”
As 2025 ends, we must look at what lies ahead in 2026. And, with a new year comes new “limits.”
In developing financial plans for our clients, a critical component of the process is developing the asset allocation to be utilized in the construction of their portfolios. Several factors are considered when constructing those portfolios, but the risk profile of the client is perhaps the most important consideration.
In developing financial plans for our clients, a critical component of the process is developing the asset allocation to be utilized in the construction of their portfolios. Several factors are considered when constructing those portfolios, but the risk profile of the client is perhaps the most important consideration.
Q3 2025 Commentary by Leavell’s CEO, Andrew Grinstead
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