Click here to watch Episode 7, “Does Private Equity Belong in Your Portfolio?” on YouTube.
Private equity promises access to investments beyond the stock market, but are the potential benefits worth the costs and tradeoffs?
In the latest episode of The Rogé Standard, Steven Rogé, CFP®, and Christopher M. Kehoe, CFA®, take a closer look at private equity and the growing world of private markets.
They explore why investors are drawn to these investments, how private equity funds work, and what to consider before committing capital. From potentially higher returns and greater diversification to higher fees, limited liquidity, and the importance of choosing the right manager, Steven and Chris discuss both the opportunities and the risks.
They also introduce a new interactive tool designed to help investors explore how private equity might fit into their overall portfolio.
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R.W. Rogé & Company, Inc. is an independent, fee-only financial planning and investment management firm serving clients locally and virtually across the country, with Long Island, New York, and Beverly, Massachusetts office locations. R.W. Rogé & Company, Inc. was founded on a “client first” culture and proudly commits to acting in your best interest as a fiduciary. We have helped clients Plan, Achieve, and Live® the life they want since 1986. To learn more about how we do this, as well as our process, explore our detailed overview of services and approach.
