Blog | Expert Insights and Tips on Financial Planning and Investing
(818) 643-4923

Blog

  • Reinvesting Distributions: How Compounding Grows Long-Term Wealth

    When you invest in a private credit fund, you often receive monthly or quarterly interest payments—distributions that feel like passive income. Many investors spend those payments. But what if you treated those distributions as capital to reinvest? The result: compounding. Compounding is sometimes called the “eighth wonder of the world”—because reinvesting returns leads to growth […]

    Read more
  • Tax Efficiency in Private Credit: What Accredited Investors Should Know

    For accredited investors evaluating private debt, yield and structure are top priorities—but so is tax efficiency. You might see a 9–11 % yield quoted, but the after-tax return depends heavily on how the fund is taxed, how distributions are treated, and how your own account is structured. Failing to examine taxation can meaningfully reduce your […]

    Read more
  • Transparency in Private Credit: How Investors Can Stay Informed

    When you’re investing in private debt, you’re handing capital over with the expectation of ongoing income, collateral security, and risk management. Unlike public stocks or bonds, you’re not watching a daily ticker. That’s why private credit transparency—the access to clear, timely reporting and insight—becomes a key differentiator. Without transparency, even a well-structured fund may leave […]

    Read more
  • Stress Testing Private Credit: How Conservative Underwriting Protects Capital

    Private credit is no longer a niche—it’s a mainstream income strategy for accredited investors, family offices, and institutions. But behind every yield promise is a critical question: What happens when the economy slows or borrowers face pressure? The answer lies in risk management—and specifically, in conservative underwriting. Unlike public bonds that rely on market liquidity, […]

    Read more
  • Manager Selection in Private Credit: What to Look for Before You Invest

    When investing in private debt—whether through direct loans or pooled funds—the manager you select can make or break the outcome. While structure, asset-quality, and terms matter, the execution, monitoring, and default/recovery handling all depend on the fund manager. For U.S. investors, asking “how to choose private credit fund” is the first step. The next is […]

    Read more
  • 1 2 59

Let's start together!

Sign up for a consultation

Embarking on your investment journey with us is easier than ever. Simply fill out the brief form below, sharing a bit about yourself. This will enable us to tailor investment options for you, address any questions you may have, and kickstart the growth of your wealth!

    Get in Touch