This is the 3rd segment of a 3 part series. This talk will carry on from the former but will compound on your knowledge and assets. This talk will feature more of the advanced areas around investments and diversifying your portfolio.
Bonds – government, municipal, corporate, preferred, convertible, short term vs long term.
Hard assets – real estate, gold, oil, diamonds, art, commodities…
Illiquid assets – hedge funds, private equity, venture capital, mezzanine debt/private credit.
How much you put in each of the buckets is a function of your age, risk tolerance, income needs, projected cash outflows, and valuation of each asset.
Tune in LIVE on @cce.global Facebook and YouTube channels.