Lisa Durant Lisa Durant

Interview with Mike Puck, ZEGA Financial, on Alternative Investments

As we've discussed in prior episodes, 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? ZEGA offers protected or buffered options strategies and income strategies only available through financial advisors.

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