Can illiquidity help your portfolio? Let’s detail what benefits you get when a portion of your investments are illiquid.

When looking up various investment options or listening to financial news, you may have heard the terms retail, institution and accredited investor here and there. Here is a high level summary of what those investor types mean and their corresponding level of investment access.

To help explain the difference between a Traditional IRA and Roth IRA, meet our two friends, Tom and Rita. Both were passionate about saving for their golden years but chose different paths to reach their goals.

Let's simplify the concept of an employee retirement account/plan vs individual retirement/investment account.

Let's simplify the concept of investing in private placement real estate: Imagine you and a group of friends come together to buy a special, exclusive vacation home. This home isn't listed on the regular market for everyone to buy; instead, it's only available to a select group of people - like you and your friends. This is similar to what investing in private placement real estate is about.

There are always risks when investing. When you understand the risks and determine what investments mitigate those risks, you will be in better shape to make more informed decisions. Let's break down these investment risks into more relatable terms.