Month: August 2021

Bloomberg LP asked 6 advisors to weigh in on how to invest $100,000 in today’s shifting financial landscape.

"We believe there are attractive opportunities in the triple-net-lease and private equity direct-lending space to help enhance the income component of a portfolio." - Mike Leverty

Hefty 6.2% Social Security COLA Hike Could Help Future Retirees More Than Current Ones

"We just feel like almost everything is keeping up proportionally. So, the increase will primarily offset added expense they are seeing." - Mike Leverty