Gold vs. Bitcoin: Which Is the Better Inflation Hedge?

Key Takeaways Gold versus Bitcoin as an inflation hedge solves which asset retains value as prices increase. Gold is a physical metal with hundreds of years of being used as a store of value and low daily volatility. Bitcoin is a digital asset with a limited supply and greater short-term volatility. Both provide inflation hedges […]

Section 1202: QSBS Capital Gains Exemption Explained

Key Takeaways QSBS 1202 capital gains exemption allows qualified small business stock holders to exclude up to 100% of gain from federal tax under certain conditions. Eligibility depends on holding QSBS for at least five years, satisfying active business requirements, and various limits based on acquisition dates and investor types. The rule can significantly reduce […]

How To Build A T-Bill Ladder In 2025: Benefits, Risks & Step-by-Step Guide

Key Takeaways A t-bills ladder strategy 2025 is a method of buying Treasury bills with staggered maturities to manage cash flow and interest risk. It diversifies investments over short-term bills, typically 4, 8, 13, and 26 weeks, so money comes due on a consistent basis. It provides predictable liquidity and can follow shifting yields through […]

Red Flags to Look Out for in Private Placement PPMs and Regulation D Due Diligence

Key Takeaways Private placements PPM red flags are warning signs in a private placement memorandum that may indicate legal, financial, or operational risk. They include unclear use of proceeds, weak disclosure of conflicts, missing audited financials, and vague exit plans. Investors often check adviser history, capitalization tables, and fee structures. Spotting these issues helps assess […]

Interval Funds vs REITs: Structures, Risks, and Investment Takeaways

Key Takeaways Interval funds vs REITs are two ways to invest in real estate and income assets. Interval funds provide occasional liquidity and professionally managed diversification. REITs are exchange-traded or private and concentrate on property income and appreciation. Both have fee variations, tax treatments and liquidity characteristics that investors care about. The feature article contrasts […]

Private Credit for Income: What Investors Should Know

Key Takeaways Income-oriented private credit funds are investment pools that provide loans to businesses and seek to return income on a regular basis. They typically provide greater yields than public bonds and concentrate on middle-market loans, direct lending, and structured credit. Pension funds and wealth managers are among the investors looking for stable cash flow […]

Preferred Equity vs Mezzanine Debt: Risks, Returns, and When to Choose

Key Takeaways Actionable next steps evaluate project needs, compare cost and control impact, consult legal and tax counsel, and use a decision matrix to match the appropriate instrument to goals, whether maximizing leverage, preserving ownership, or balancing risk and return. Preferred equity vs mezzanine debt are two hybrid finance options used in real estate and […]