Alternative Investments and the 5 Questions to Ask

Episode 027 | Adviser Checkup Podcast

With traditional equity markets in the "bear market" territory, many advisers and investors look towards alternative assets to diversify their portfolios. What is an alternative investment? How is an alternative asset similar to a risky handbag? If your adviser recommends a private equity fund what should you ask? Are you able to invest in private equity funds? Listen today to learn all this and more.

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Be Financially Well,

Kelly