David Blain, CFA is CEO and Founder of BlueSky Wealth Advisors, and author of “Invest in Your Life, Not Just your Portfolio.”
Most business owners tend to have a majority of their wealth invested into their business. While this is a great asset to have, its important for business owners to grow their net worth outside of their business and diversify their portfolio. In part three of this series, David covers this and many other important considerations for building your small business portfolio.
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What to watch for:
Asset allocation & Diversification- 00:02
Portfolio development- 2:35
Real Estate- 3:45