Are bonds your only fixed-income option? 

In today’s episode of WE Money Talk, Terry Wheeler and his guest Matt Williams open the vault of fixed-income options going way beyond traditional bonds. From index crediting strategies to real estate lending and distressed debt opportunities, they discuss the importance of diversification and understanding risk tolerance in building a well-rounded fixed-income portfolio. 

Tune in for an insightful discussion that could reshape your investment approach!

Key takeaways include:

• The importance of understanding fixed-income alternatives beyond bonds
  
• The benefits of incorporating index crediting strategies into investment portfolios
  
• How real estate lending be considered a potential fixed-income approach
  
• The significance of diversification in creating a balanced fixed-income portfolio
  
• And more
  

Resources:

• Irrational Exuberance by Rober Shiller
  

Connect with Terry Wheeler: 

• WE Alliance Wealth Advisors
  
• 1-800-355-8174
  
• terry@weriaadvisors.com
  
• LinkedIn: Terry Wheeler
  

Connect with Matt Wiliams:

• LinkedIn: Matt Williams
  

About Matt Williams: 

Matt Williams is a second-generation real estate broker and grew up in the real estate business. He has been involved in all aspects of real estate from buying, selling, and remodeling houses and condos all over California, as well as being a landlord. He specializes in underwriting and determining the value of different real estate asset classes. With over two decades of experience, his extensive knowledge of real estate, and construction, and his ability to research properties and locations have proven to be a valuable addition to WE Institutional. 

Terry Wheeler is an Investment Adviser Representative of WE Alliance Wealth Advisors, Inc., a SEC-registered investment adviser located in Roseville, CA.

 The information presented is for educational purposes only. No listener should assume that any discussions or information presented serves as the receipt of, or a substitute for, personalized advice from WE Alliance Wealth Advisors, Inc. or from any other investment professional and is not intended as an offer of solicitation for the sale or purchase of any specific securities, investments, or investment strategies. WE Alliance Wealth Advisors, Inc. is not a law firm or accounting firm, and no portion of this Podcast should be interpreted as legal, accounting, or tax advice. Information expressed does not take into account your specific situation or objectives and is not appropriate for every individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.