Are "alternative investments" like Private Equity and Venture Capital the secret to building wealth, or are they just complicated hype?

In this episode, we break down everything you actually need to know. We ditch the "alternative" label and re-categorize these investments by the job they do for your portfolio: driving growth or providing diversification.

We also debunk the biggest myth in investing: the idea that private assets have low risk. We'll show you why that "low volatility" is a statistical illusion and why assets like private equity carry just as much risk as the stock market.

Join us as we cover:

The "J-Curve": Why you lose money before you make it.

Manager Selection: The massive (and critical) difference between a top-tier manager and an average one.

The Liquidity Trap: The truth about new "liquid" interval funds.

401(k)s: Should you really hold these in your retirement plan?

Capital Stewards is a fee-only fiduciary financial advisor in headquartered in Huntsville, Alabama serving clients throughout the southeast.

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Any commentary is provided for general information and educational purposes only and should not be construed as specific investment, tax or legal advice. Instead, readers should make an independent assessment of the information and determine if any content mentioned is appropriate for their personal situation. Past performance of market results is no assurance of future performance. This information has been obtained from sources deemed reliable but is not guaranteed.