Private equity and retirement plans – do they belong together? It’s a complicated issue, with needed yield and diversification on the one hand and complexity and the potential for abuse on the other. Ric Edelman, author, talk show host, and founder of investing powerhouse Edelman Financial Engines has clear and direct views on the subject.
He breaks it down for us. He also reveals the additional services that advisors should offer participants outside of the 401k, and how advisors can better deal with client emotions during the pandemic. Ric joins us right after these messages.
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With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots.
