Blog
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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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