Interval funds, which are like a hybrid of a hedge fund and a mutual fund, are another area of
interest; they’ve become the latest buzzword. They’re a little bit less liquid than a mutual fund, so you can’t cash out anytime you want, but that also means you may have access to
investment strategies that mutual funds can’t invest in. For example, interval funds are able to invest in illiquid opportunities, which has the potential to enhance returns and yields. Clearly,
there are more options than ever in alternative investments. Even if you haven’t thought about them before, consider talking to your advisor about what role they might play in your
portfolio and how they might work in conjunction with more traditional investments to help you reach your goals.