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Today, Paul, Dan, and Evan discuss two problems with two very popular investments right now. Both crypto and annuities are sold as advanced investment options with features that old-fashioned diversified portfolios don’t have. Listen along to hear seasoned advisors talk about these options and some basic red flags that keep them from being superior to academic investing.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
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Today, Paul, Dan, and Evan discuss two problems with two very popular investments right now. Both crypto and annuities are sold as advanced investment options with features that old-fashioned diversified portfolios don’t have. Listen along to hear seasoned advisors talk about these options and some basic red flags that keep them from being superior to academic investing.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
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