Investment Strategies - March 1, 2025

After discussing what could happen regarding future tax rates, Keith and David Friedland take a look at structured notes, as well as strategies used by large institutional investors, especially the Yale Endowment Fund, which has outperformed many traditional investment strategies.Prosper with Keith Singer is a weekly radio program heard all over South Florida, featuring Keith Singer and David Friedland of Singer Wealth Advisors, based in Boca Raton. Keith and David take on numerous financial topics and investment opportunities, and how they relate to retirement planning, with special emphasis on proper tax and legacy planning.