Smarter Investment Strategies for Business Owners

Bernie Franzgrote | WBN News – Global | July 16, 2025

Learn how to create a secure, cash-flowing investment portfolio with real-world insights from private market expert Michael Lautru—ideal for business owners, solopreneurs, and startup founders.

Many business owners are so focused on building their company that they forget to build wealth outside of it. In this episode of Knack 4 Business, Michael Lautru from Parvis reveals how you can grow your financial future—without risking it all.

Why Look Beyond Your Business?

If your financial strategy ends with your business, you're leaving your future to chance. Michael explains why small business owners need to diversify—shifting from public markets to the untapped potential of private equity, real estate investment trusts (REITs), and even carefully selected cryptocurrencies.

Key Investment Insights:

Private vs Public Markets: Understand liquidity, volatility, and long-term potential
Building a Portfolio: Create steady cash flow through tax-efficient and stable asset classes
Crypto Strategy: Minor speculative plays vs. risky hype
Risk Management: Align your investments with your risk tolerance—not market trends
Going Global: U.S. and Mexico offer strong diversification opportunities

Lautru emphasizes that smart investing isn’t about chasing returns—it’s about consistency, professional collaboration, and knowing what not to touch.

Conclusion

Whether you’re just starting your business or preparing for retirement, don’t ignore your investment strategy. As Michael says, building your portfolio is just as important as building your business—and both require patience, planning, and a team you trust.

Bernie Franzgrote – Contributor

🎧 Tune in to this episode of Knack 4 Business with Michael Lautru from Parvis and take the first step toward smarter investing.

📩 Contact Michael at michael.lautru@parvisinvest.com

🔗 Visit his site: parvisinvest.com/individuals

💼 Connect with your hosts: Bernie Franzgrote | Wayne Pratt

📩 Got questions? Reach us at info@kreativinsight.com

🎥 Watch on YouTube: https://youtu.be/5z4NGkvEnvU
🎙️ Listen to more episodes: Knack 4 Business Archive

Bernie Franzgrote | Host, Knack 4 Business | https://link.v1ce.co.uk/pbex/berniefranzgrote

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Editor: Karalee Greer

TAGS: #WBN News Global #Bernie Franzgrote #K4B #Wealth Planning #Smart Investing #Parvis #Passive Income