17. Understanding the Role of Leverage in a Financial Plan
Leverage is often viewed cautiously, and while it can be a useful financial tool in certain situations, it is not appropriate for all investors and involves meaningful risks.
In this episode of Dime After Dime, Tony Stich speaks with Julie Rich about what leverage means in the context of financial planning for both individual and high-net-worth investors. They discuss several common forms of leverage in this episode!
Leverage, including securities-based lending, margin, and home equity borrowing, involves significant risks and is not appropriate for all investors. Borrowing against investment…
The skinny
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