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Beyond Traditional Asset Classes: Exploring Alternatives Stocks, bonds and cash are fundamental components of an investment portfolio. However, many other investments can be used to try to spice up returns or reduce overall portfolio risk. So-called "alternative assets" have become popular in recent years as a way to provide greater diversification. The term "alternative asset" is highly flexible; it can mean almost anything whose investment performance in NOT correlated with that of stocks and bonds. It may include physical assets, such as precious metals, real estate or commodities. In some cases, geographic regions, such as emerging global markets, are considered alternative assets. Complex or novel investing methods also qualify. For example, hedge funds use techniques that are of off-limits for most mutual funds, while private equity investments rely on skill in selecting and managing specific businesses. Finally, collectibles are included because the value of your investment depends on the unique properties of a specific item as well as general interest in that type of collectible. The important aspect of these assets is the lack of correlation or negative correlation to stocks and/or bonds. This allows us to reduce the risk exposure of a portfolio by a decreasing its volatility. For more information on the use of alternative assets, click on the link below or cut and paste into your browser. https://www.foremostadvice.com/pdfservice/8020010152009_74026.ConceptPiece.pdf If you have any questions or for more answers on how these assets classes may be an important part of your portfolio and asset allocation, please feel free to reach me at (781) 721-4600 or kenan.nacar@ampf.com for a complimentary portfolio review. I am a Senior Financial Advisor, a CFP (CERTIFIED FINANCIAL PLANNER), CRPC (Chartered Retirement Planning Councilor) and CLU (Chartered Life Underwriter). I am also a graduate of Cornell University (GO BIG RED!). My office is located at 31 Church St, Suite 3. I am a member of Winchester Rotary Club, Winchester Chamber of Commerce and numerous volunteer organizations. I spend as much free time as I can with my wife Stefanie, son Cameron and our new son, due any day.

Roth IRA Conversions - Planning for New Opportunities New Roth conversion rules take effect in 2010, eliminating current restrictions that prevent many clients from converting a traditional IRA to a Roth. In addition, a special tax rule allows clients who convert a traditional IRA to a Roth in 2010 to report half the resulting income on their 2011 federal income tax return and half on their 2012 return. We have created video presentation detailing all the specifics of Roth Conversions and the changes in 2010. Just cut and paste the following link into your web browser. https://www.forefieldkt.com/KT/HtmlNL.aspx?type=fcp&id=74&iplf=ae&mId=80200 If you would like a PDF version emailed to you, contact me directly at (781) 721-4600. In addition, I am offering a complimentary financial review, to specifically discuss your unique financial goals and needs. Contact me to arrange your review by calling me at (781) 721-4600. I look forward to hearing from you.