Navigating the mortgage landscape can be complex and overwhelming. It’s common to deal with your bank for your mortgage, but that may not lead to the best outcome. It’s often better to work with a mortgage broker who will shop…
Understanding the Tradeoff The risk/return tradeoff implies that to achieve higher returns, an investor must accept a higher level of risk. By the same token, lower risk investments typically yield lower returns. This concept is crucial in developing an investment…
In today's complex financial landscape, diversification plays a critical role in portfolio optimization. Diversification is not just a risk management tool, but a way to strategically unlock potential growth and stability in your investments. The Essence of Diversification: Diversification is…
What is Title Lending? Title lending involves providing short-term loans to borrowers who use their vehicle or other serial numbered asset as collateral. These loans are typically for a small percentage of the asset's value and have a relatively short…
Investing can sometimes feel like navigating a maze, where a wrong turn can set you back financially and lead you into a dead end. Seasoned navigators and newcomers alike can fall prey to investing missteps. The art of investing isn't…
We previously made The Case for Alternative Investments and took a closer look at a few of these alts: Private Lending, Digital Assets, and Venture Capital. Today, we’re zooming in on the portfolio asset allocation of high-net-worth individuals. The world's…
We previously made The Case for Alternative Investments and then took a closer look at Private Lending and Digital Assets. Today, we’re turning out attention to Venture Capital. The allure of investing in startups often comes from the stories of…
Two weeks ago we made The Case for Alternative Investments before zooming in on Private Lending last week. This week, we’re taking a closer look at another alternative investment: digital assets. The digital asset arena is a vast and dynamic…
Last week we made The Case for Alternative Investments. Today, we’re going to zoom in on a specific type of alternative investment, private lending. Private lending is a form of direct investment where individuals or entities lend capital to businesses…
Last week I made the case for why index investing is a good strategy. With the value of global equity markets estimated at $124 trillion versus just $10 trillion for private markets (per McKinsey and SIFMA), it makes sense for index investments to makeup…