Investing Beyond the Basics: Exploring Alternative Asset Classes

Retire In Texas

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, dives into the fascinating world of alternative investments and their place in a balanced portfolio. From guns to sports cards and even wine, Darryl shares insights on why these assets gained popularity during the Covid era and how they fit into your financial strategy. Using a business lens, he examines key factors like liquidity, rate of return, and risk, while emphasizing the importance of keeping these investments within a reasonable portion of your overall wealth.

Key show highlights include:

• A breakdown of alternative asset classes such as guns, sports cards, and wine.
• How the political and economic landscape impacts the liquidity and value of these assets.
• Insights into the rate of return, fraud risks, and storage considerations in alternative markets.
• Practical advice on how to incorporate these assets into your financial plan without overexposing yourself to risk.
• Why traditional investments remain essential and how to strike a balance between conventional and alternative assets.

Tune in to this episode to gain a better understanding of how alternative assets can play a role in your financial journey, without losing sight of your long-term goals. For more resources, visit www.paxfinancialgroup.com. If you enjoyed today’s episode, share it with a friend!

Disclaimer: Clicking the Like button does not constitute a testimonial for, recommendation or endorsement of our advisory firm, any associated person, or our services. Clicking the Like button is merely a mechanism to circulate our social media page. “Like” is not meant in the traditional sense. In addition, postings must refrain from recommending us or providing testimonials for our firm.