The Future of Portfolio Diversification

Join our guest Jason Barsema, Co-Founder and President of Halo Investing (https://haloinvesting.com/) as we discuss protective investments. Traditionally used in Europe but now growing in popularity in the United States, protective investment solutions provide a diversification strategy that serves as "insurance" or a "halo" in a world that asks investors to otherwise be fully exposed to a public equity allocation.

Barsema, highlights "three dimensional" investing that takes into account factors in addition to risk and return (that incorporate planning). Here are his five (5) factors:

1) Liquidity
2) Income
3) Growth
4) Protection
5) Volatility

Instead of overcomplicating finance Barsema believes investors have always wanted just a few things: to grow their wealth, preserve their wealth and generate some income. Technology is democratizing the distribution of old tools for achieving those goals that are still new to US markets.

Sponsored by: Jason Howell Company (https://www.jasonhowell.com/)

Тэги:

#Investing #Investments #Structured_Notes

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