balanced portfolio

Now more than ever, worrying about the downside is going to be key for driving returns for investment portfolios. We stand today in a period of significant regime change with a series of drivers of further inflationary pressures, including structural labour shortages, increasing geopolitical tensions, and an energy crisis. Putting all of these things together, it seems very hard to make the case for returning to the deflationary dynamic that has supported asset markets over the past four decades. The key risk to protect against is inflation, which means that you must hold real assets and seek inflation protection where you can. There will be a need to be more active in your asset allocation, both in terms of the asset classes you consider, but also within asset classes. The future is going to look very different from the past that many of us have lived through in our investment careers. And that is going to require a very different set of skills and assets in order to protect client portfolios. - Alex Lennard, Fiona Ker, Ruffer on Portfolio Construction Forum

• Different asset classes for building a balanced portfolio
• Knowing your goal when identifying assets to invest on
• Top 3 alternative assets to invest on
• Unusual cryptocurrency & blockchain investment opportunities 
• Investing opportunities in life insurance policies

The Life & Money Show Spotlight:

• Your Life & Money: What is one thing you're doing to live a meaningful and intentional life by design?
• Other’s Life and Money: What is one life or money hack that you can share that will make an impact in others’ lives right now? 
• Life & Money in the World: What’s the one thing you’re doing right now to make the world a better place?

RESOURCES/LINKS MENTIONED

• Episode 4: How to Make Your Money Work as Hard as Possible With M.C. Laubscher
• The 21 Best Cashflow Niches by M.C. Laubscher | Paperback
• The Road Less Stupid by Keith J. Cunningham 
•  Deep D.O.S. Innovation by Strategic Coach by Dan Sullivan

ABOUT M.C. LAUBSCHER

M.C. Laubscher is a Husband, Dad, Podcaster, Author & Cash Flow Expert.As a cashflow investor and entrepreneur, M.C.’s passion is to assist investors & business owners to create, recover, warehouse & multiply cash flow through advanced strategies.Having figured out how to escape the rat race and replace his income through cashflow investing, he shares how highly paid professionals and business owners can replace their incomes through cashflow investing strategies to escape the rat race. He is focused on helping business owners and investors capitalize on their economic opportunities in times of great change, disruption, and chaos. M.C. is the creator & host of the top-rated business and investing podcasts, Cashflow Ninja & Cashflow Investing Secrets. The Cashflow Ninja Podcast has been downloaded over 4.5 million times in over 180 countries and has been featured as one of the top 48 podcasts for entrepreneurs by Entrepreneur Magazine and is regularly featured as one of the top 100 podcasts by Apple Podcasts. M.C. also founded Producers Wealth an insurance brokerage helping clients in the United States with advanced cash flow strategies and Producers Capital Partners, a firm assisting investors all over the world to invest in alternative assets that produce passive income in any economy and market.

CONNECT WITH M.C.

• Website: Cashflow Ninja
• Email: info@cashdlowninja.com
• Facebook: Cashflow Ninja
• Twitter: @mclaubscher
• Instagram: @thecashflowninja
• Linkedin: Cashflow Ninja
• YouTube: Cashflow Ninja

CONNECT WITH US

To connect with Annie and Julie, as well as with other Investing For Good listeners, and to get the latest scoop on new and upcoming episodes, join Life and Money Show Podcast Community on Facebook.

To learn more about real estate syndication investment opportunities, join the Goodegg Investor Club.

Be sure to also grab your free copy of the Investing For Good book (just pay S&H)--

Thanks for listening, and until next time, keep investing for good!

With so many different types of investments considered "hot" right now, Alex Cabot and Ed Lambert thought this the perfect time to revisit the importance of diversification.

Hot asset classes don't necessarily remain hot, and "cold" classes aren't "overdue."  Past performance does not indicate future results, and your best chance at success is a properly diversified portfolio.

Alex and Ed provide hard data about just how volatile these different asset classes have been, just over the last few years.

Lately, there's been a trend of market leaders changing from fast growing tech companies to higher dividend paying companies.  Ed breaks that down for us.

Connect with Alex, Ed, and the team at Birch Run Financial:

Website: www.BirchRunFinancial.com

Email: info@birchrunfinancial.com

On Facebook: Birch Run Financial

On Twitter: @BirchRunFinance

Phone: (484) 395-2190

You can always email Alex and Ed at info@birchrunfinancial.com or give them a call at 484-395-2190.

Or visit them on the web at https://www.birchrunfinancial.com/

Alex and Ed's Book: Mastering The Money Mind: https://www.amazon.com/Mastering-Money-Mind-Thinking-Personal/dp/1544530536

Any opinions are those of Ed Lambert and Alex Cabot and not necessarily those of RJFS or Raymond James. The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. There is no assurance any of the trends mentioned will continue or forecasts will occur. The information has been obtained from sources considered to be reliable, but Raymond James does not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. The examples throughout this material are for illustrative purposes only. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. Diversification and asset allocation do not ensure a profit or protect against a loss. Past performance is not indicative of future returns. CDs are insured by the FDIC and offer a fixed rate of return, whereas the return and principal value of investment securities fluctuate with changes in market conditions. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Birch Run Financial is not a registered broker/dealer and is independent of Raymond James Financial Services. Birch Run Financial is located at 595 E Swedesford Rd, Ste 360, Wayne PA 19087 and can be reached at 484-395-2190.

Any rating is not intended to be an endorsement, or any way indicative of the advisors abilities to provide investment advice or management.  This podcast is intended for informational purposes only.