Tax-Optimized Wealth Building: Alternative Investments Most Advisors Ignore with Jeff Stock
George Wright III interviews financial strategist Jeff Stock, CEO and founder of Stock Alternatives, about tax-optimized wealth building, risk management, and alternative investments. Stock shares his path from actuary to fund manager, including early lessons from losing over 80% in a student-managed endowment fund during the dot-com crash and how it shaped his focus on diversification and correlations.
He talks about how many advisors rely too heavily on stocks/bonds and emphasizes alternatives such as real estate development, fix-and-flips, trading strategies, oil and gas, and investments…
The skinny
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