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

Blog

  • 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
  • Balancing Yield and Liquidity: How to Think About Lock-Ups in Private Lending

    Every investor faces the same trade-off: higher returns often come at the cost of less liquidity. Nowhere is this more apparent than in private credit. Accredited investors are attracted to private debt because of its reliable income and strong yields, but they must also navigate investment lock-up periods—the time their capital is committed before redemption […]

    Read more
  • Small Business Owners and Entrepreneurs: Building Wealth Outside Your Business

    If you’re a small business owner or entrepreneur, chances are most of your wealth is tied to one thing: your company. That’s natural. Businesses demand capital, and every dollar reinvested feels like fuel for growth. But there’s a catch. Relying solely on your business for wealth creation exposes you to concentration risk. Market shifts, regulatory […]

    Read more
  • The Role of Private Debt in an Inflationary Economy

    Inflation is one of the most persistent threats to wealth. When prices rise faster than income, purchasing power declines, and traditional fixed-income assets often struggle to keep pace. For investors who rely on predictable income streams, inflation can quietly undermine long-term plans. That’s why accredited investors are looking closely at private credit. In an inflationary […]

    Read more
  • How Private Credit Complements Traditional Bonds in Your Portfolio

    For years, traditional bonds were the workhorse of income portfolios. They paid steady coupons, acted as a counterweight to equities, and gave investors peace of mind. But today’s reality is different. Interest rates swing, inflation eats away at fixed coupons, and bond prices can move sharply with central bank policy. That doesn’t mean bonds have […]

    Read more
1 5 6 7 61

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