Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals

How to Access Liquidity Without Selling Investments | Pledged Asset Lines


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In this episode of Gimme Some Truth, Clint and Nate dive into the world of pledged asset lines—also known as securities-backed loans. They break down how these loans work, when investors might consider using them, and how they compare to traditional lending tools like home equity lines of credit (HELOCs).


You’ll learn:


🔹 What a pledged asset line is and how it functions

🔹 Real-world examples of how investors use them

🔹 The advantages and potential risks involved

🔹 How securities-based loans can provide liquidity without selling investments

🔹 What to consider before choosing this type of financing


Whether you’re curious about alternative lending options or want to understand the mechanics of borrowing against investments, this episode offers a clear and practical explanation.


Timestamps:

00:00 Introduction to Pledged Asset Lines

00:35 Defining Pledged Asset Lines

01:44 Example Scenario: Using a Pledged Asset Line

04:48 Advantages of Pledged Asset Lines

08:42 Potential Downsides and Considerations

12:16 Conclusion and Final Thoughts


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Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsBy Walkner Condon Financial Advisors

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