Tad Fallows
person on 1 show · 7 statements across 1 episodes
On the record as a speaker too: Tad Fallows across every show, appearances and statements → this page counts the times other people say the name.
7 statements about Tad Fallows, every show
Fallows: Post-windfall investors should allocate only 0.5% to 1% per position
“So I would just start a little bit smaller. You know, put one percent or half a percent to position, not five or 10%, so you get a little exposure and experience and decide what you'd like without having made huge investments or, again, huge spending.”
Fallows uses a portfolio line of credit to avoid cash drag
“So they avoid that cash drag, but keep the flexibility, which that that's the way that I use my portfolio line of credit.”
Fallows: Half of High-Net-Worth Community Members Have No Mortgage
“So half our members don't have a mortgage at all on their house.”
Fallows: High-Net-Worth Community Allocates Well Below 10% to Bonds
“We do a annual asset allocation benchmarking survey and ask, hey, between
Stocks, bonds, cash, crypto, private credit, private equity, oil and gas, et cetera.
Where do you keep your money?
And I'd say the bond allocation is well south of 10%.”
Fallows: Offshore trusts in places like Cook Islands create more risk than protection
“I think that's a pretty dangerous thing to do. The only reason that's relevant, if you are doing something really shady and any proper legal system would come after your assets and now you've parked them in the Cook Islands, but you know, one, that's probably …”
Fallows: A 40-Year-Old With $10M Will Likely Surpass $30M via Compounding
“More people will probably end up going over that than they think because someone with ten million dollars today, if they're age 40, they're probably going to have more than thirty million dollars by the time they pass away because they have a lot of compoundin…”