
97. Are Alternative Investments Right For You?
Casey Smith and Brad Lyons, CFP® talk about which alternative investment may be right for you. They explain what an alternative investment is, the characteristics of limited partnerships, private equity, and how to properly utilize them in your portfolio. It is important to evaluate which one is the best fit for you and the amount of risk you are willing to undertake.Learn More:Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions.Have questions about…
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