Wealthy grownups use strategies to invest that are aimed at not just growing assets but also protecting their wealth in turbulent times, like we are currently experiencing with the coronavirus pandemic. Vince Annable walks us through his theories and previews his new book: The Household Endowment Model- Wealth Planning for Affluent Families.
5 Ways To Invest Like The Wealthy
Think beyond the 60/40 plan for stocks and bonds
Include alternative investments
Use non correlated investments
Focus on protection of assets
Take a holistic approach
Episode Links:
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LinkedIn - @the-household-endowment-model-llc
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