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

Blog

  • Where Private Credit Fits in a Post-Inflation Economy

    After two years of runaway inflation and aggressive rate hikes, 2025 feels different. Prices are stabilizing. The Federal Reserve is signaling a pause. Bonds are slowly regaining footing—but few investors believe we’re returning to the low-rate world of the 2010s. That leaves accredited investors asking: “If inflation is cooling, what happens to private credit now?” […]

    Read more
  • How to Use Private Lending in a Self-Directed IRA or 401(k)

    Most investors picture their retirement portfolio as a mix of stocks, bonds, and maybe a few mutual funds. But there’s a quiet movement happening among financially savvy investors—especially those who want more control, more income, and less market noise. They’re using Self-Directed IRAs (SDIRAs) and Solo 401(k)s to invest in private lending—a strategy that combines […]

    Read more
  • High-Net-Worth Investors: How Private Credit Complements Private Equity

    High-net-worth investors (HNWIs) have long relied on private equity as the cornerstone of their alternative portfolios. The appeal is clear: growth, exclusivity, and the potential for outsized returns. But in the current cycle—marked by higher interest rates, slower IPO exits, and compressed valuations—many seasoned investors are asking a new question: “How can I balance the […]

    Read more
  • The New Safe Haven: Why Private Debt Is Gaining Institutional Attention

    For decades, traditional bonds were the go-to safe haven for institutions. They offered liquidity, predictable income, and low correlation to equities. But in today’s high-rate, post-bank-restructuring world, those same assets look far less stable. Rising yields have slashed bond prices, and bank lending to mid-market borrowers has tightened dramatically. The result is historic reallocation of […]

    Read more
  • Private Credit in a High-Rate World: Where Opportunity Meets Discipline

    Interest rates have surged over the past few years, making the old models of “safe fixed income” harder to trust. Traditional bonds feel the squeeze: as rates rise, bond prices fall, and yields often lag inflation. But in this high-rate environment, private credit is gaining attention—not as a speculative alternate, but as a serious tool […]

    Read more
  • 1 2 57

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