A Chat About Private Investments with Rachel Rasmussen, CFA, CDFA®

Private investments are different from publicly traded investments like stocks  and bonds. They're limited to a certain type of investor and have a unique set of considerations. 

In this episode, Rachel Rasmussen, CFA, CDFA®, discusses the lesser known topic of private investments. She references specific examples of private investments and explains how some investors can target a wider range of opportunities than the public markets.

Rachel shares more about:

• A definition of private investments
• Types of private investments
• Why private investments are a good fit for some portfolios
• And more

Resources:

• A Podcast about Wealth and Life

Connect With Rachel Rasmussen:

• info@fosterandmotley.com 
• 513-561-6640
• Foster & Motley
• LinkedIn: Rachel Rasmussen
• LinkedIn: Foster & Motley