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.
Why Borrowing Is an Investment Decision
Especially in times of low interest rates, optimal solutions may not be the most obvious ones. Here’s why borrowing may make more sense than liquidating long-term investment assets or depleting cash reserves earmarked for other short-term needs.
Case Study: Combining Borrowing and Investing to Enhance Total Net Worth
Strategic borrowing can be a valuable tool for investors seeking to take advantage of short-term opportunities without hindering their ability to achieve their long-term goals. See how integrating investment and leverage strategies can amplify long-term wealth
Find Out How Strategic Borrowing Can Work for Your Wealth Plan