Insights & Education

How to Build a Diversified Portfolio Using Alternative Asset Strategies

Investing in alternative assets has become a core strategy for family offices and financial advisors who want to diversify their portfolios beyond...

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Know the Difference: Accredited Investor vs. Qualified Eligible Person

Introduction Understanding the distinction between being an accredited investor versus being a qualified eligible person is important because it determines the types...

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MCAs vs Traditional Investments

This article will walk you through a detailed comparative analysis of Merchant Cash Advance (MCA) investing versus traditional investments. The past three...

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Is There a More Stable Alternative to Real Estate Investments?

The Real Estate Roller Coaster Oaktree Capital recently went public in discussing the rising volatility in real estate investments. The investment firm...

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Recurring Income

Recurring revenue is the portion of a company’s revenue that is expected to continue in the future. Unlike one-off sales, these revenues are predictable, stable and can be counted on to occur at regular intervals going forward with a relatively high degree of certainty. Businesses, investors and analysts pay particular attention to a company’s revenue, also known as its top...

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Passive Income

Passive income is earnings derived from a rental property, limited partnership, or other enterprise in which a person is not actively involved. As with active income, passive income is usually taxable, but it is often treated differently by the Internal Revenue Service (IRS). The Internal Revenue Service (IRS) has specific rules for what it calls material participation, which determine whether...

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Capital Gain

The term capital gain refers to the increase in the value of a capital asset when it is sold. Put simply, a capital gain occurs when you sell an asset for more than what you originally paid for it. Almost any type of asset you own is a capital asset whether that’s a type of investment (like a stock, bond,...

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Exploring Alternative Investments for Your Retirement Portfolio (Transcript)

Summary In our latest webinar, we discuss the importance of alternative investments in retirement planning. Our speakers emphasized that traditional investments such as stocks and bonds may not be enough to meet the financial needs of retirees. Alternative investments such as private equity can provide potentially higher returns, diversification, and protection against inflation. The speakers also discussed the challenges of...

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Wondering which short-term note you should invest in?

Here is a detailed breakdown of what’s currently on the market to help you decide You have some cash that you don’t...

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