New Note Offerings Available Now!

Insights & Education

A Strategic Guide for Family Offices and RIAs

In recent years, family offices and Registered Investment Advisors (RIAs) have faced an increasingly volatile and challenging investment landscape. The combination of...

Read More

Bank of America’s CEO Predicts Economic Soft Landing

Economic Outlook: Soft Landing Anticipated Bank of America's CEO, Brian Moynihan, shared an optimistic view last week of the U.S. economy at...

Read More

Optimal Portfolio Diversification for Family Offices

Family Offices and their portfolios can potentially be enhanced through an investment arsenal with unique, vetted opportunities in Merchant Cash Advances (MCAs),...

Read More

How Merchant Cash Advances Fuel Retail Success

Unlocking the Holiday Sales Surge: How Merchant Cash Advances Fuel Retail Success Over the past two decades, holiday retail sales in the...

Read More

Banking Tightens, MCA Opportunity Rises

Welcome back to MarketSense.  In this weekly newsletter, we give you the most important need-to-knows from the latest developments in the US...

Read More

Data Shows an Edge: The US Economy vs. Europe

The US economy continues to outpace Europe, a pattern entrenched post the 2008 financial crisis and accentuated during the COVID-19 pandemic. This...

Read More

Why Diversify with MCAs?

Diversifying with alternative assets is becoming more and more popular for their low-correlation, risk-reward profiles. Within alternative asset investing, including Merchant Cash...

Read More

How MCAs Fit into a High-Net-Worth Portfolio

From our decades of working with high-net-worth clients in the alternative asset industry, we know that striking a balance between security and...

Read More

Oil, Rates, Dollar: The Triple Threat Ahead?

In recent months, a series of financial indicators have suggested a shifting stance on US economic growth, deviating from previous optimistic predictions....

Read More