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Alternative Investments 101: Alternative Investments for Long-Term Success with Tim and Greg Lyons

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Cityside Capital

Alternative investments offer a pathway to diversification and potential wealth growth beyond the conventional. Whether it's private placements or hedge funds, there's a world of opportunities waiting for exploration.

In this episode, Tim and Greg discuss alternative investments and their potential benefits. They suggest that exploring alternative investments like private placements and hedge funds can offer opportunities for wealth growth beyond traditional stock and bond investments.

Tim and Greg also highlight the importance of continual learning, asking questions, and growing one's investment knowledge over time.

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WHAT TO LISTEN FOR
1:18 Potential for Wealth Growth Through Alternative Investments
8:43 Regulation D Offerings
24:06 Investing in 506(b) or (c) Offerings
29:54 From Wiring Money to Tax Questions

RESOURCES/LINKS MENTIONED
U.S. Securities and Exchange Commission



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Tim Lyons, Greg Lyons and Paul Dircks are registered representatives of Finalis Securities LLC,
member FINRA/SIPC. This material has been prepared for information and
educational purposes only, and it is not intended to provide, nor should it be
relied on for tax, legal, or investment advice. Investors should consult with
their own tax, legal, and financial professionals before investing. Podcasts
reflect the opinions of only the authors who are Registered Representatives of
Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or
affiliates. Real estate investments are generally highly risky. They can be
volatile, unpredictable, illiquid, and are subject to ebbs and flows and market
shifts. Investors also risk the loss of all principal investments. Any thirdparty
information provided therein does not reflect the views of Finalis or any of
their subsidiaries or affiliates.

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