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Covering Your Assets: Key Investing Terms & Concepts (S2, E3)
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Treść dostarczona przez JaQ Campbell. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez JaQ Campbell lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
The first step to building a legacy is educating yourself in the world of financial planning. Today we’re going to start breaking down some key concepts and definitions to help you better understand your investment options. Join JaQ Campbell and Dr. Anthony Chan for a comprehensive journey through the world of asset classes.
An asset class is essentially a group of investment options that have similar financial characteristics. These can range from fixed income securities like bonds to equities such as stocks. Understanding the different types of asset classes is crucial for any investor looking to diversify their portfolio and manage risk effectively.
From alternative investments to ESG, technology, and AI, we’ll cover a broad spectrum of topics to ensure you're well-informed and inspired. Don't miss out on insights on risk appetite, diversification, and the future of ESG and AI in the investment world.
Here’s what we discuss in this episode:
0:00 – Intro
2:31 – Asset class
4:24 – Alternative investments
9:18 – ESG investments
13:14 – Technology & AI
19:48 – A.S.S.E.T
22:53 – Evaluating asset classes
28:46 – New asset classes to watch
RESOURCES:
Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy
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