You’ve probably heard of margin loans, but do you know about investment lines of credit (ICLs)? Like margin loans, ICLs are backed by the assets in your portfolio but are used for non-securities investments — meaning you can’t use them to buy stocks and bonds. In my experience, ICLs also tend to be cheaper and […]
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Archive | Lending Services
Why Would I Offer My Clients Lending Services? From Jumbo Mortgages to Lines of Credit
Being a wealth advisor is not just about investing and financial planning, it’s about being able to offer comprehensive services for every aspect of a client’s financial life. Clients come to me with questions about every kind of personal issue you can imagine, from planning for a child’s college education to starting a business. We […]