Investors get sold on real estate funds because their performance isn’t attached to stock or bond prices. Today, Paul and Evan explain why real estate funds are less diversified than it seems, and why it’s important to understand their liquidity. Later in the show, Paul and Evan talk about the impressive wealth of the baby boomer generation and how it’s going to be passed down through inheritances.
How Do You Know an Investment Firm Is Right for You?
Unfortunately, it is not difficult to get into the investment industry as a financial planner with no experience and very little education.