NEWLY RELEASED TALE - A TRANSFORMATIVE TALE
Written By
Carlos M. Sera, MBA
Carlos M. Sera, MBA
Published On
October 31, 2012
October 31, 2012
This is the third of a multi-part series of Tactical Investing Tales that deal with how to view investing and how to look at risk when comparing stocks to bonds. Also, this tale discusses the risk associated with margin & borrowing, & US and European Banks.
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1031 Exchanges721 ExchangeCautionary TalesDeferred Sales TrustsDelaware Statutory TrustsFinancial TalesInvesting TalesOpportunity Zone FundsReal EstateREITsRetirement TalesStructured Installment SalesUncategorizedWealthy Tales
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Carlos M. Sera, MBA
Founder, Sera Capital
Carlos Sera is a wealth advisor professional, speaker on financial and investment planning, author of Financial Tales, registered investment advisor representative, and first-generation Cuban-American with Spanish fluency. Carlos has an MBA from the University of Rochester in Finance and Applied Economics, and a BA degree from Johns Hopkins University in Natural Science.
