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DOL Opens Door for Private Equity in Defined Contribution Retirement Plans

July 29, 2020
By Millennium Trust
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In recent years, alternative assets have become more accessible for individual investors. Plan fiduciaries can now add private equity to defined contribution plan investment line-ups.

Investing During a Recession: Can Real Estate Help Reduce Overall Portfolio Risk?

July 14, 2020
By Millennium Trust
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If 2020 has you reassessing your risk tolerance and investment strategy, broadening portfolio asset allocation may help reduce risk and improve long-term outcomes.

Build a More Resilient Portfolio with Alternative Investments

May 12, 2020
By Millennium Trust
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Broadening diversification with alternative assets can help protect against volatility and improve portfolio resilience – and you can do it in your retirement account.

SEC Proposes to Amend Definition of Accredited Investor: Are You Qualified to Invest in Alternative Investments?

March 5, 2020
By Millennium Trust
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The number of companies trading on stock exchanges has fallen by one-half during the past two decades. As a result, portfolio diversification has become more challenging. If the Securities and Exchange Commission amends its definition of an accredited investor, opportunities to invest in alternative assets may increase.

Coronavirus Fears Cause Markets to Drop: The Importance of Maintaining a Long-Term Outlook

March 2, 2020
By Gary Anetsberger
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As the stock markets plummet and concerns over a pandemic increase, it’s important to not lose focus on long-term investment goals. 

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