Understanding the SEC’s Proposal to Expand the Accredited Investor Definition

Key Takeaways By understanding the SEC’s accredited investor expansion proposal, I mean understanding what the U.S. Securities and Exchange Commission wants to change about who can invest in private markets. Among other things, it explores alternative definitions of accredited investors, such as expanding the group or adding new criteria. These changes may allow more individuals […]

Opportunity Zones in 2025: Understanding the Latest Benefits and Returns

Key Takeaways Recent updates underscore shifts in investor reporting, eligibility and timelines. Real returns will increasingly depend on project type, zone location and local demand. More investors want to know whether these zones still provide robust returns under the new rules. Here, the key changes and real returns provide a useful preview to what will […]

How to effectively stress test your portfolio for black swan events

Key Takeaways To stress-test your portfolio for black swan events is to see how your investments could fare in the face of occasional, large shocks. They use historical market data, run various “what if” scenarios and examine the correlation of assets during market shifts. Some experiment with risk tools or consult experts. Understanding them can […]

Time-sensitive: 2025 tax opportunities

Key Takeaways 2025 tax opportunities are short-term changes and deadlines that can cut tax bills or increase refunds for the 2025 filing year. There are tax credit expansions, temporary deductions and deadline shifts from recent legislation. Most are to income, retirement & business expenses and are dependent on income limits & filing options. The following […]

Structured Installment Sales: Deferring Taxes on Business Exits

Key Takeaways Structured installment sales allow business owners to spread out payments from selling their business, deferring taxes on business exits. This approach provides additional time to pay taxes and may reduce the total tax punch in each year. Many business owners opt for this choice to retain more money up front and better control […]

Life Settlements: A Smart Alternative for High-Net-Worth Investors

Key Takeaways Life settlements serve as an alternative asset for high-net-worth investors by letting them buy life insurance policies from policyholders who no longer need them. These assets frequently provide yields uncorrelated to the stock or bond markets, which diversifies risk in large portfolios. Now, the market for life settlements has increased, with investors increasingly […]

Private Credit Funds: A Steady Yield Alternative to Public Bonds

Key Takeaways Private credit funds provide investors a route to generate stable yield beyond that typically available from public market bonds. These funds invest in loans and debt that do not trade on public markets. Investors look to private credit for higher fixed income, flexible terms, and less correlation to stock market swings. So there […]