Did Your Advisor Put a Debt-Bomb in Your Portfolio?

In late 2016, I joined a financial advisory practice located inside a high-rise building in the heart of the Denver Tech Center. Within my first few months I found out the top clients of the practice had allocated an imprudent amount of their wealth to different BDC (Business Development Companies) vehicles. These vehicles were born from yield-

InvestmentGrant Glenn, CFA, CFP®December 27, 2018Noble Wealth Partnersbankloans, seniorloans, bdc, bonds, financialplanning, wealthmanagement