Over the past few weeks, we have featured a series of nine educational articles focused on investing in income-generating asset classes. I recently hosted a live webinar with two respected wealth managers to discuss how they combine the individual pieces to solve the income puzzle.

My guests, Alex Pikoulas from Lipman & Burgon Partners and Stephen Cabot from Credit Suisse, participated in a moderated panel session were we discussed their portfolio allocations, tips for income investors and the overlooked opportunities that are catching their eye.

Agenda

  • Introduction
  • Comparing and discussing different asset allocations
  • Common mistakes and how to avoid them
  • Tips to make a difference
  • Under-appreciated sources of income

Click on the video to watch the webinar and a copy of the slides is available for download below.

 

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