Tag: PrivateInvestments
A Chat About Balance Sheets with Joe Patterson, CFP®

A Chat About Balance Sheets with Joe Patterson, CFP®

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A balance sheet can be  a useful tool in personal finance to inventory your assets and track growth over time.

In this episode, Joe Patterson, CFP®, explains the benefits of using a balance sheet and some actionable next steps for creating a personal balance sheet.

Joe shares more about:

  • A definition of a balance sheet
  • Why the balance sheet is one of our core client reports
  • How your balance sheet connects to your estate plans
  • And more

Resources:

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A Chat About Private Investments with Rachel Rasmussen, CFA, CDFA®

A Chat About Private Investments with Rachel Rasmussen, CFA, CDFA®

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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:

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