Direct Lending: Unlocking Higher Returns in a Financing Gap

Key Takeaways Direct lending as an asset class offers an interesting opportunity for investors, filling the financing void with high-quality alternatives. Direct lending is the backbone of the capital markets. It offers companies critical access to capital that’s often difficult to obtain. This method allows investors to interact further with borrowers. As a result, they […]

Tax-Efficient Exit Strategies: Structuring Your Business Sale for Wealth

Key Takeaways Having a strong understanding of tax-efficient exits is fundamental to structuring business sales for maximum after-tax wealth. It’s one thing to sell a business, it’s something else to make sure that the financial benefits of the sale are consistent with maximizing after-tax wealth over time. My philosophy centers around informed creative planning and […]

Understanding Life Settlements: A Unique Investment Strategy

Key Takeaways Diving deeper into life settlements reveals an astute investment approach for anyone looking to diversify their portfolio with uncorrelated returns. This strategy broadens the scope to include selling life insurance policies to third parties, giving policyholders the opportunity to receive immediate cash. Tapping into insurance policies for uncorrelated returns, life settlements provide an […]

Managed Futures: A Guide to Systematic Trend-Following for Diversification

Key Takeaways In exploring managed futures, systematic trend-following stands out as a smart strategy for market diversification. This strategy uses technology and algorithms to track and analyze market trends, providing a systematic, rules-based, and trend-following way to diversify portfolios outside of stocks and bonds. By following market trends in a systematic way, investors can gain […]

Opportunity Zones and QSBS: Unlocking Tax Benefits for Long-Term Investors

Key Takeaways Opportunity zones and QSBS (Qualified Small Business Stock) really are two of the most powerful tax shelters for long-term gains. These tools provide powerful, complementary benefits to investors looking for tax-efficient strategies. Opportunity zones offer tax breaks on investments made in specific low-income areas to encourage development. QSBS provides investors an incredible opportunity. […]

Navigating the Risks and Rewards of Emerging Market Debt

Key Takeaways For investors in search of high-yield, emerging market debt is a major opportunity. This relatively new asset class has provided high-yield, high-return opportunities, attracting investors willing to look past established markets. Making sense of its complexities is essential. We know high yields are attractive. They come with critical caveats such as economic volatility […]

Navigating the Risks and Rewards of Peer-to-Peer Lending for Accredited Investors

Key Takeaways Peer-to-peer lending for accredited investors is a niche yield strategy. Tailored exclusively for holders of the accredited status, this niche yield strategy capitalizes on direct lending prospects that cut out the middlemen we call banks. By connecting accredited investors directly with borrowers, the platform cuts out the middleman and offers a more efficient, […]