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Alternative Assets in Retirement Plans: Good or Bad Idea?

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Manage episode 500525963 series 7742
Content provided by J. Christopher Boyd. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by J. Christopher Boyd or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Alternative Assets in Retirement Plans: Good or Bad Idea?

In this episode of Something More, Chris Boyd is joined by Jeff Perry and Russ Ball to unpack the hidden world of private equity and private credit. Following President Donald Trump signing an executive order that clears a path for alternative assets to be added into 401k’s, the trio discuss how these off- exchange assets differ from familiar public stocks and bonds highlighting the trade-off between potentially higher returns and the pitfalls of illiquidity, opaque valuations, and concentrated deal flow. Chris, Jeff and Russ debate the risks of giving everyday retirement savers access to cryptocurrency, and private credit, especially when most investors lack the tools and experience to understand the risks and assess these investments properly.

#financialplanning #investing #401K #retirementplanning #privatecredit #cryptocurrency #financialrisk #privateequity #illiquidity

Click the link below to register for our upcoming webinar, “Don’t leave a digital mess.” https://register.gotowebinar.com/register/6040334700710880088

For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr

  continue reading

1002 episodes

Artwork
iconShare
 
Manage episode 500525963 series 7742
Content provided by J. Christopher Boyd. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by J. Christopher Boyd or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Alternative Assets in Retirement Plans: Good or Bad Idea?

In this episode of Something More, Chris Boyd is joined by Jeff Perry and Russ Ball to unpack the hidden world of private equity and private credit. Following President Donald Trump signing an executive order that clears a path for alternative assets to be added into 401k’s, the trio discuss how these off- exchange assets differ from familiar public stocks and bonds highlighting the trade-off between potentially higher returns and the pitfalls of illiquidity, opaque valuations, and concentrated deal flow. Chris, Jeff and Russ debate the risks of giving everyday retirement savers access to cryptocurrency, and private credit, especially when most investors lack the tools and experience to understand the risks and assess these investments properly.

#financialplanning #investing #401K #retirementplanning #privatecredit #cryptocurrency #financialrisk #privateequity #illiquidity

Click the link below to register for our upcoming webinar, “Don’t leave a digital mess.” https://register.gotowebinar.com/register/6040334700710880088

For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr

  continue reading

1002 episodes

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