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Navigating Private Securities with Alan Hardee

Have you considered adding private securities to your investment plan? How can private markets offer a mix of income and growth, higher yields, and potentially reduced market risk in your investments?

Ken New, joined by guest Alan Hardee, discusses the role of private securities in diversifying investment portfolios. Together they focus on the potential benefits of private markets, which include a mix of income and growth, potentially higher yields, and lower correlation to public markets, thus potentially reducing risk. They outline the due diligence process for selecting private investments, focusing on established companies with solid track records.

Ken and Alan discuss:

  • The advantages of private securities over traditional publicly traded stocks and bonds
  • What risks are associated with private investments
  • How due diligence is conducted for selecting private securities for investment portfolios
  • What potential benefits do private securities offer, including aspects of growth, income, and tax advantages
  • And more

Other ways to listen

There are lots of ways that people can reduce taxes or mitigate their tax liability using private securities.

Alan HardeeBrookwood Wealth Management


Our Speakers

The Pinnacle team’s primary objective is to provide holistic financial strategies. Our ultimate vision is to educate clients about their own personal financial challenges and potential solutions regarding complex financial issues.

Brookwood Wealth Management

Alan Hardee

Alan Hardee began his career in 1987 and has been helping others with investment and financial planning for over three decades. As the only wealth manager or investment professional in the state of Tennessee to simultaneous hold a law license, the Certified Financial Planner (CFP®) designation, and the Chartered Life Underwriter (CLU®) designation, Alan has distinguished himself from the large crowd of stock brokers, wealth managers, and other investment professionals whose scope of expertise and experience is relatively limited. Although practicing law is not his profession, his legal background serves him well in evaluating private equity investment opportunities for his clients.

Financial Advisor

Ken New

Ken New is committed to helping retirees and pre-retirees understand financial strategy. Since 1997, he has spent time discovering options for income planning with a definitive strategy to reduce taxes. Ken explains options for growth to clients that will raise the probability that they will not outlive their income. He has such a unique and wide range of expertise in the financial industry that he is a member of the prestigious Million Dollar Round Table and a past officer of the National Association of Insurance and Financial Planners. Ken is a resident of Viera, Florida and is happily married to his wife, Linda. He enjoys spending time with his wife, daughter, Lindsey and granddaughter, Adalyn.

Ready to demystify private equity and refine your investment strategy?

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Suite BB
Merritt Island, FL 32953

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