In the KnowThe importance of private markets in diversifying investment portfolios, especially in the context of rising interest rates, inflation, and market correlations.
Craig Bolanos and David discuss the importance of private markets in diversifying investment portfolios, especially in the context of rising interest rates, inflation, and market correlations. They explore various private investment options like private equity, real estate, and infrastructure, emphasizing how these can enhance risk-adjusted returns and reduce portfolio correlations.
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In the Know
In the Know Podcast from Craig Bolanos, Founding Partner at VestGen Wealth PartnersSocial links
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The importance of a living, breathing financial plan that adapts to changing circumstances.
46:54
Maximizing tax brackets, tax-efficient portfolio rebalancing, and the benefits of custom direct indexing to enhance after-tax returns.
46:57
The transformative potential of private infrastructure investments, emphasizing their role in future-proofing portfolios amidst digital and energy revolutions.
46:53