Charlie Massimo, Senior Vice President and Financial Advisor at Wealth Enhancement featured by CNBC in “What private assets in 401(k) plans mean for investors: ‘You’re only asking for trouble,’ one advisor says”
“When you have an unsophisticated investor that doesn’t even understand the difference between a stock and a bond, and now all of a sudden you introduce the allure of getting rich in the private equity markets. You’re only asking for trouble.”
Read the full article from Sharon Epperson here.