Mitigating Risk and Leaving a Secure Legacy for the Next Generation
Release Date: 02/01/2019
Prosper with Keith Singer
Keith Singer, along with Roy Rosner, touch on the stock market volatility of today, benefits of long-term investments, risk tolerance, and portfolio alignment. The pair also address the lack of confidence in stocks and bonds, and identify and explain alternative investment options, such as private equity and private real estate. The annual Barron's Report is also analyzed. Special guest, Pete Georgakopoulos, shares his findings and strategies on investing with Keith and Roy.
info_outlineProsper with Keith Singer
Today, Roy Rosner and I talk about mitigating risk and leaving a secure legacy for the next generation. We discuss the election cycle and seasonality of market returns. We dive into estate planning and recall stories of how we have serviced our clients.
info_outlineToday, Roy Rosner and I talk about mitigating risk and leaving a secure legacy for the next generation. We discuss the election cycle and seasonality of market returns. We dive into estate planning and recall stories of how we have serviced our clients.