Lisa Durant Lisa Durant

Interview with Mike Puck, ZEGA Financial, on Alternative Investments

The new 60/40 investment portfolio is no longer a mix of just stocks and bonds, the 40% now includes alternative investments. In this episode, Lisa Durant interviews Mike Puck from ZEGA Financial about alternative investments. How do alternative investments fit into a portfolio? What are the options and dividend strategies ZEGA offers, some with a buffer (downside protection). Tune in to learn more.

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Lisa Durant Lisa Durant

Interview With Jenny Adams On Abundance Mindset

Interview with Jenny Adams on an Abundance Mindset. There is incredible power in our thoughts and the energy around us to bring to us either what we want or don’t want. This is a holistic view of how to stop negative patterns if you have them, and how to create positive patterns without fear. The interview speaks to the emotional/behavioral aspect of investing and finance.

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