Affluent Investors Use Debt to Grow Wealth

Strategic borrowing unleashes the power of leverage by providing individuals with the means to amplify their investments. While selling assets to fund a liquidity need can carry ancillary costs such as tax consequences, an imbalance in a portfolio’s asset allocation, or potential loss of future growth, an effective use of credit can unlock the value of assets to meet liquidity needs and enhance total net worth over time.

Active Wealth for Financial Success

Borrowing is just one of the five Active Wealth practices we’ve developed to ensure our clients achieve long-term financial success that stretches across market cycles and spans generations.

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Find Out How Strategic Borrowing Can Work for Your Wealth Plan

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