Money, Taxes & FreedomMoney, Taxes & Freedom

Beyond Stocks and Bonds: Inside the World of Private Investments

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Most investors don’t realize there’s an entire universe of opportunities beyond stocks and bonds -- and the Hopkins team is ready to pull back the curtain. In this episode, Bryan and Shane Hopkins welcome Colby Taylor, Director of Alternative Investments at Independent Financial Group, to explore the world of private investments: what they are, why they’ve become more accessible, and how they may complement a traditional portfolio. From real estate and private credit to oil and gas and even fractional ownership in professional sports, the discussion breaks down how these investments work, their risks, and the tax considerations many people overlook.

Schedule a complimentary consultation with Hopkins Wealth Management Group at hopkinswealth.com or call 208-510-6200.

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Money, Taxes & Freedom

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