Mar 14 2024 36 mins 1
Alternative investments offer a pathway to diversification and potential wealth growth beyond the conventional. Whether it's private placements or hedge funds, there's a world of opportunities waiting for exploration.
In this episode, Tim and Greg discuss alternative investments and their potential benefits. They suggest that exploring alternative investments like private placements and hedge funds can offer opportunities for wealth growth beyond traditional stock and bond investments.
Tim and Greg also highlight the importance of continual learning, asking questions, and growing one's investment knowledge over time.
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WHAT TO LISTEN FOR
1:18 Potential for Wealth Growth Through Alternative Investments
8:43 Regulation D Offerings
24:06 Investing in 506(b) or (c) Offerings
29:54 From Wiring Money to Tax Questions
RESOURCES/LINKS MENTIONED
U.S. Securities and Exchange Commission
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Tim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.
