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Ep 159: How Very High Net Worth Investors Invest with Tad Fallows

The Next-Level Income Show

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How to Invest Your Money in Two Places at the Same Time

Money Insights' annual benchmarking study looks at members' asset allocation. Only 25% of our members do not own a primary residence, and only about half have any sort of mortgage. The biggest change that we saw from 2021 to the 22 was a pretty material shift away from public stocks toward a combination of private company ownership and real estate.

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