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Insights & Education

How to Evaluate a 15% Investment Opportunity

A 15% stated rate gets attention. It should. Compared with many traditional income investments, a double-digit stated rate can look compelling—especially for...

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What Happens to Your Principal at Note Maturity?

When investors evaluate a note investment, most of the attention tends to go to the income. What is the rate? How often...

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How Much Liquidity Should You Keep Before Investing?

How Much Liquidity Should You Keep Before Investing? One of the easiest mistakes investors can make is focusing so heavily on return...

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Fixed Income vs Private Credit: Where Do Notes Fit?

Fixed Income vs Private Credit: Where Do Notes Fit? For generations, fixed income has played a familiar role in investor portfolios. Bonds,...

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Private Credit for
Accredited Investors

Becoming an accredited investor opens the door to a broader universe of investments. But access and opportunity are not the same thing....

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How to Build Multiple
Streams of
Investment Income

Most investors understand diversification in terms of what they own. Stocks. Bonds. Real estate. Cash. Maybe alternative investments. But there's another form...

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What Do 12-, 24-, and 36-Month Investment Terms Mean?

When comparing income investments, the interest rate tends to get most of the attention. But another number can be just as important:...

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How to Read a Note Offering Before You Invest

An attractive interest rate can make an investment worth investigating. It shouldn't make the investment decision for you. Before investing in a...

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What to Look for in a Fixed-Rate Note

A fixed interest rate can make a note investment look straightforward. You invest capital. The note specifies a rate. Interest is paid...

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