Covering Your Assets: Key Investing Terms & Concepts (S2, E3)

Legacy Lessons with JaQ & Dr. Chan

The first step to building a legacy is educating yourself in the world of financial planning. Today we’re going to start breaking down some key concepts and definitions to help you better understand your investment options. Join JaQ Campbell and Dr. Anthony Chan for a comprehensive journey through the world of asset classes.

An asset class is essentially a group of investment options that have similar financial characteristics. These can range from fixed income securities like bonds to equities such as stocks. Understanding the different types of asset classes is crucial for any investor looking to diversify their portfolio and manage risk effectively.

From alternative investments to ESG, technology, and AI, we’ll cover a broad spectrum of topics to ensure you're well-informed and inspired. Don't miss out on insights on risk appetite, diversification, and the future of ESG and AI in the investment world.

Here’s what we discuss in this episode:

0:00 – Intro

2:31 – Asset class

4:24 – Alternative investments

9:18 – ESG investments

13:14 – Technology & AI

19:48 – A.S.S.E.T

22:53 – Evaluating asset classes

28:46 – New asset classes to watch
RESOURCES:
Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy
Join us on YouTube for more legacy conversations: https://bit.ly/3WVX9fH