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All About Alternatives
Episode 72

All About Alternatives

Peter and Jonathan discuss what defines an “alternative investment” and what investors can potentially get from these assets that they can't get elsewhere. Plus, a reminder to keep politics out of your portfolio and why it might be worth taking a second look at your tax return.

Down the Middle · Creative Planning, Jonathan Clements, Peter Mallouk

February 28, 202513m 37s

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Show Notes

Peter and Jonathan discuss what defines an “alternative investment” and what investors can potentially get from these assets that they can't get elsewhere. Plus, a reminder to keep politics out of your portfolio and why it might be worth taking a second look at your tax return.

Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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Topics

financial planningretirement planningprivate fundsfinancial advicealternative investmentsinvestmentsprivate equity