Hold Your Horses

On this week’s episode of Educational Insights, Mark Hume breaks down the topic of allowing private investments inside 401(k) plans and what it could mean for everyday investors. Private equity may offer new opportunities for diversification beyond public markets, but it also comes with important differences like fees, transparency, and how these investments are evaluated. This episode highlights the key pros and cons to understand, so that you can make informed decisions as this space continues to evolve.

Watch to learn more.

Mark Hume, CFP®
Senior Vice President
Wealth Consultant
Email Mark Hume here

Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Economic forecasts set forth in this presentation may not develop as predicted.

No strategy can ensure success or protect against a loss.
Stock investing involves risk including potential loss of principal.

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.

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