Case Study: Holding Illiquid Assets

July 20, 2024 Henssler Money Talks Episode:

Managing Associate D.J. Barker, CWS®, and Senior Associate Logan Daniel, CFP®, CRPC®, are joined by Research Analyst Nick Antonucci, CVA, CEPA, to explore a situation of an investor whose wealth is tied up in illiquid assets like real estate, fine art, or jewelry. They discuss how these assets may be hard to sell quickly if funds are needed and how to diversify to increase liquidity. 

Read the Article: https://www.henssler.com/the-emotional-and-financial-challenges-of-illiquid-investments