A major alternative investment platform just made headlines for all the wrong reasons. Andy and Adam discuss what went wrong with YieldStreet and why “investing like the 1%” isn't as simple as it sounds.
Plus, they tackle a listener question about withdrawal strategies during market downturns. When you need money from your portfolio during bear markets, how do you avoid selling stocks at fire-sale prices?
We cover:
- Why YieldStreet's “invest like the 1%” marketing was problematic
- The difference between investing in asset classes vs. specific managers
- How sophisticated investors lost hundreds of thousands on just two deals
- The bucket strategy for retirement withdrawals
- Why sequence of return risk matters most in early retirement
- How to balance inflation protection with downside protection
- Why stocks are actually great long-term inflation hedges
⏱️ Timestamps:
- (00:34) Adam Newman vs. Adam Neumann name confusion
- (01:38) YieldStreet alternative investment platform failures
- (08:36) Asset class first, manager second principle
- (12:50) Listener question on withdrawal strategies during downturns
- (17:30) Sequence of return risk and the retirement red zone
- (20:30) Bucket strategy for managing portfolio distributions
- (28:15) Inflation factors in retirement portfolio allocation
- (31:50) Why stocks perform well during inflationary periods
- (36:40) Maintaining optimism about US market outlook
- (39:50) Podcast disclosures
Resources:
Follow Burney Wealth Management on LinkedIn
Follow Adam Newman on Linkedin
Follow Andy Pratt on LinkedIn
#AlternativeInvestments #RetirementPlanning #WithdrawalStrategies #YieldStreet #WealthManagement #SequenceOfReturnRisk
The Burney Company is an SEC-registered investment adviser. Burney Wealth Management is a division of the Burney Company. Registration with the SEC or any state securities authority does not imply that Burney Company or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. This content is for informational and educational purposes only. It is not intended as personalized investment advice or a recommendation.
