Ep. 5 Should you use the VIP section of Personal Finance – Venture Capital, Private Equity, Hedge Funds, Non-Traded REITS, and BDCs?

Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)
22/06/2023 18 min Temporada 1 Episodio 5
Ep. 5 Should you use the VIP section of Personal Finance – Venture Capital, Private Equity, Hedge Funds, Non-Traded REITS, and BDCs?

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Episode Synopsis

Send us a textIn this episode Mike and Maddie discuss how Yardley Wealth Management decides which asset allocations make sense for clients, which mutual funds or ETFs to use, when we change funds, and when we re-balance. While we use 3rd party software (Fi360 and Tamarac) to help with our decision-making, it is mature, rational financial advisors who make those decisions, not a computer algorithm. We also discuss whether it is worth paying a premium to invest like an accredited investor by buying Venture Capital, Private Equity, Hedge Funds, Non-Traded REITS, and BDCs.

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