This week, Lance had the privilege of speaking with Kimberly Flynn, President of XA Investments. Kimberly discusses her expertise in various investment vehicles, including closed-end funds (CEFs), ETFs, and commodity pools. The conversation delves into democratizing alternative investments and making them more accessible for everyday investors. Kimberly shares insights on sustainable investing with a focus on farmland opportunities and how real assets provide built-in inflation protection. 

Lance and Kimberly also explore the future of private markets, interval funds, and how individual investors can navigate the growing divide in America's financial landscape. Financial advisors can gain valuable advice on integrating alternative investment education into their practice to better serve clients. The episode wraps up with Kimberly sharing a personal anecdote and her views on taking risks in both career and investment portfolios.

 

Topics Include:

• Understanding Sustainable Investing
• Exploring Farmland as an Investment
• Choosing the Right Investment Vehicle
• Addressing America’s Financial Inequality
• Barriers to Alternative Investments

 

Resources Mentioned in This Episode:

XA Investments

Gladstone Capital

AcreTrader

SoFi

SEI

 

Connect with Kimberly: 

LinkedIn

Facebook

X

 

Let's Get Social: Connect with Planet Wealth

 

Visit Us: Planet Wealth Website

 

Produced By: Social Chameleon