A Chat About Private Investments with Rachel Rasmussen, CFA, CDFA®
Private investments are different from publicly traded investments like stocks and bonds. They’re limited to a certain type of investor and have a unique set of considerations.
In this episode, Rachel Rasmussen, CFA, CDFA®, discusses the lesser known topic of private investments. She references specific examples of private investments and explains how some investors can target a wider range of opportunities than the public markets.
Rachel shares more about:
- A definition of private investments
- Types of private investments
- Why private investments are a good fit for some portfolios
- And more
Resources:
Connect With Rachel Rasmussen:
- info@fosterandmotley.com
- 513-561-6640
- Foster & Motley
- LinkedIn: Rachel Rasmussen
- LinkedIn: Foster & Motley
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