NAVIGATING VOLATILITY WITH A
SOUND FINANCIAL PLAN
‣There are investment opportunities that are non-market
related for qualified investors
• Private investments that ranges from debentures that pay 7.5%
for a three-year commitment
• New oncoming tax-exempt 30-year bond that pays 6.5%
• Viatical life insurance investment companies
• Real estate-backed investments in certain strategic markets
• Technology-based company opportunities
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