March 17, 2025 Weekly Update

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

Portfolio Update:  Murs and I have recorded our portfolio update for March 17, 2025

Why Private Equity and Alternative Investments Matter

Radon Stancil and Murs Tariq discuss the world of Private Equity Investing and Alternative Investments with Christopher Zook, the founder and Chief Investment Officer of CAZ Investments. Listen in to learn about Non-Correlated Assets and their role in Risk Management in Investing, helping to stabilize portfolios against market fluctuations...

Why Private Equity and Alternative Investments Matter

Traditional investment strategies for retirement often focus on public markets like stocks and bonds. Alternative investments, including private equity and private credit, are gaining traction among investors seeking diversified and non-correlated assets. Christopher Zook, founder and Chief Investment Officer of CAZ Investments, recently joined the Secure Your Retirement podcast to discuss the importance of alternative investments…