How Do I Get Started?

Last year, we had a handful of strategies that outperformed the S&P by 10 to 20%. That can really set you apart from your average 60, 40 portfolio. A lot of our clients this year put a lot of money in private notes that are paying 8% to 10%. And they get that for 12 or 24 months. So it's good money. It's safe money. But again, people don't know.

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