Jan 23, 2023
Standard stock and bond portfolios have done their job well over time, but some investors want to add alternative investments for potentially higher returns and diversification.
Alternative investments come with additional risks, but they may be the answer.
Join Zacc Call, Laura Hadley, and Tyson Long, CFP® as they delve into the often misunderstood world of alternative investments and explain how these options can potentially enhance the diversity and performance of your portfolio. Whether you're a seasoned investor or just starting out, this episode will provide valuable insights and information on the various types of alternative investments available and how to approach them with caution and care.
Zacc, Laura, and Tyson discuss:
- Tips for evaluating and choosing the right alternative investments for your financial goals and risk tolerance
- The benefits and risks of incorporating alternative investments into a portfolio
- The role of derivatives in managing risk and generating returns
- The evolution of venture capital, private equity, and small-cap stocks
- The importance of diversification and careful research when it comes to alternative investments
Resources:
Connect With Capita Financial Network:
- info@capitamail.com
- tfc@capitamail.com
- (801) 566-5058
- Capita Financial Network
- LinkedIn: Zaccary Call
- LinkedIn: Laura Hadley
- LinkedIn: Capita Financial Network
- Facebook: Capita Financial Network
Connect With Tyson Long:
About Our Guest:
Tyson Long is a fellow Wealth Advisor at Capita Financial Network. He is on the show to share his expertise around tackling inflation when you are nearing or entering your retirement.