Скачать или смотреть Investing in Illiquid Assets: What You Need to Know Before You Lock In

Illiquid investments—like private equity, real estate, and long-term funds—can offer higher returns, but they come with trade-offs that every investor should understand. In this video, we explore the full picture of investing in illiquid assets and how to do it wisely.

🔍 What You’ll Learn:

-The Illiquidity Premium: Why investors are rewarded with higher returns for locking in their money and giving up access for a period of time.

-Planning for Cash Flow Needs: How to avoid being caught short by forecasting future expenses and understanding redemption terms like lock-up periods and notice requirements.

-Aligning with Your Financial Situation: Why your ability to invest in illiquid assets depends on your personal financial health and foreseeable cash flow needs.

-Mitigating Risk Through Planning: Key financial planning practices—like maintaining a liquidity buffer and aligning investment timelines with life goals—to help you invest confidently and avoid costly mistakes.

Whether you're considering adding illiquid assets to your portfolio or just want to understand the risks and rewards, this video gives you the clarity to make informed decisions.

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The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document. Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact your financial advisor.

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