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Blueprint Investment Partners

チャンネル登録者数 62人

35 回視聴 ・ 0いいね ・ 2021/07/29

‘CliffsNotes’ For Elite Financial Advisors

Blueprint Investment Partners CEO and Co-Founder Jon Robinson joined a panel discussion to discuss navigating the challenges of a low yield environment.

The panelists spoke about the importance of knowing what you’re buying. Many investors are forced into looking for “the cleanest, dirty shirt.”

Put another way: Sure, that shirt may be dirty with a slight foul odor, but relative to the other shirts in the closet, a second look (and smell) reveals that it may just be your best option.

Jon broke down the three macro choices available to investors, touching on the implications of each approach:

• rather than #fixedincome, shift to a portfolio of high-dividend #stocks
• maintain status quo, and accept a lower yield
• increase risk in the search for additional yield

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