In this episode, Leah Jones, Director of Financial Planning for Hightower Bethesda, talks to Stephen Rosen, Managing Director and Partner at Hightower Bethesda. Stephen provides perspective on the use of alternatives which he refers to as the “third leg of the stool” in addition to equity and bonds. Listen as he shares what people need to know when investing in alternatives.

“Patience is a virtue. And sometimes people are reluctant to be patient. Sometimes people are reluctant to maybe hold cash or have a liquid alternative. Looking for the right thing, you don’t always have to jump in with both feet.” -Stephen Rosen [12:01]

What You Will Learn:

• [00:44] The use of alternatives
• [03:37] What does alternatives mean
• [07:10] The dilemma of finding return asset allocation
• [11:45] How this affects Hightower Bethesda
• [14:54] Ways to generate income through alternatives
• [22:55] Hightower Bethesda’s view on alternatives
• [30:13] What to know in investing in alternatives

Our Contacts:

Website: http://bethesda.hightoweradvisors.com/

LinkedIn: https://www.linkedin.com/company/hightowerbethesda/

Facebook: https://www.facebook.com/HightowerBethesda/

Twitter: https://twitter.com/LeahPlans4You

Resources:

Visit our website: https://bethesda.hightoweradvisors.com