Are you invested in a solo 401(k)? Do you still have a 60/40 portfolio? Have you invested in alts to diversify your portfolio? On this episode of The Yield, Peter Kerr, CFA, is joined by Jeff Nabers and Rachel Nabers, CEO and CXO of Nabers Group, the leading self directed IRA and Solo 401k provider, to answer these questions and more.
[3:45] What does a solo 401(k) retirement vehicle offer your portfolio?
[10:22] The rise of the target date fund and the erosion of the 60/40 portfolio.
[19:44] Which alternative investments do many investors add to their portfolio first?
Sign Up On Yieldstreet
Take all of our content on the go with you and listen on demand no matter where you are. Subscribe on Apple Podcasts, Spotify, YouTube, or wherever podcasts are available so you don’t miss an episode.
Gain access to unique offerings previously reserved for the ultra-wealthy
Customize your portfolio for income, growth, or a balance of both
Get started today and earn an average IRR of over 8%
The due diligence, risk management, and product education materials are thorough, excellent, and easy to use and understand.
Excellent and unique selections that I can't find elsewhere.
The platform delivers in a very concise manner. Easy to get a clear understanding at a glance from the web or mobile app.
Our weekly podcast providing ideas about how to make money work for you and bring you closer to your dreams.