As online shopping continues to grow, investors can take heart that brick-and-mortar retail remains alive and well, particularly where “necessity retail” is concerned. Those are your neighborhood shopping centers where you’ll find your grocery store, hair salon, pet supply, stationery store, dry cleaner and donut shop, among other merchants. On this edition of “Your Money Manual,” Vince and his guest, Jake Bisenius, President and Managing Principal at AmCap will discuss the many attributes of retail real estate as an attractive alternative investment.
You may not give it much thought, but a lot of time and care go into the development of an investment portfolio, particularly a portfolio as unique as that of The Household Endowment Model®. So how is it different from other portfolios, and perhaps more importantly, what kind of research and due diligence are involved in order to create a platform that strives to provide investors with the same advantages that the major university endowments do for their ultra-rich investors? You’ll find out on this edition of the program when Vince visits with portfolio designer Vali Nasr, CEO of Claraphi Advisory Network.
If you’ve been listening to Your Money Manual, you’ve heard us discuss the opportunities that exist in long-term alternative investments that are not connected to the ups and downs of the equities markets. However, if you’re looking to add income, you’ll be interested to learn more about alternative income investments that also are not correlated to stocks. On this edition of YMM, Vince Annable and his guests will introduce you to private credit and why it may be something you’ll want to investigate more closely to meet your investment income requirements.
About the Show
If you’ve ever wondered how high net worth investors successfully protect and even grow their assets when the markets get rough, then "Your Money Manual with Vince Annable" is the show for you. Give us about 15 minutes--we truly hope you learn something! After all, as we like to say, "When it comes to investing, your money doesn't come with instructions."
Securities offered through Center Street Securities, Inc.(CSS), a registered Broker-Dealer & member FINRA & SIPC. Investment Advisory Services offered through Center Street Advisors, Inc. (CSA), an SEC Registered Investment Advisor. Wealth Strategies Advisory Group, LLC., CSA and CSS are independent entities. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Center Street Securities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.
Vince Annable holds Series 6, 7, 24, 63, and 65 licenses in Arizona, California, Colorado, Florida, Illinois, Montana, Nevada, New York, North Carolina, Tennessee and Texas. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Vince Annable before proceeding further.