Managed Futures: A Guide to Systematic Trend-Following for Diversification

Key Takeaways In exploring managed futures, systematic trend-following stands out as a smart strategy for market diversification. This strategy uses technology and algorithms to track and analyze market trends, providing a systematic, rules-based, and trend-following way to diversify portfolios outside of stocks and bonds. By following market trends in a systematic way, investors can gain […]

Opportunity Zones and QSBS: Unlocking Tax Benefits for Long-Term Investors

Key Takeaways Opportunity zones and QSBS (Qualified Small Business Stock) really are two of the most powerful tax shelters for long-term gains. These tools provide powerful, complementary benefits to investors looking for tax-efficient strategies. Opportunity zones offer tax breaks on investments made in specific low-income areas to encourage development. QSBS provides investors an incredible opportunity. […]

Navigating the Risks and Rewards of Emerging Market Debt

Key Takeaways For investors in search of high-yield, emerging market debt is a major opportunity. This relatively new asset class has provided high-yield, high-return opportunities, attracting investors willing to look past established markets. Making sense of its complexities is essential. We know high yields are attractive. They come with critical caveats such as economic volatility […]

Navigating the Risks and Rewards of Peer-to-Peer Lending for Accredited Investors

Key Takeaways Peer-to-peer lending for accredited investors is a niche yield strategy. Tailored exclusively for holders of the accredited status, this niche yield strategy capitalizes on direct lending prospects that cut out the middlemen we call banks. By connecting accredited investors directly with borrowers, the platform cuts out the middleman and offers a more efficient, […]

Navigating the Complexities of International Tax Arbitrage

Key Takeaways International tax arbitrage refers to the use of favorable tax rules in one country to offset or eliminate tax owed in another country. By knowing where the opportunities and risks lie, taxpayers can make informed, strategic decisions to minimize taxes. This strategy requires a nuanced understanding of cross-border tax laws and treaties. By […]

Understanding Private REITs: A Comprehensive Guide to Tax Efficiency and Institutional Exposure

Key Takeaways Private REITs provide a tax-efficient way to access institutional-quality real estate investments. They provide investors with an opportunity to invest in institutional-level real estate exposure, with added tax efficiency. This combined approach creates an opportunity for both asset appreciation and high-level income. Private REITs are not listed on stock exchanges, distinguishing them from […]

Private Credit: A Key to Diversifying Your Fixed-Income Portfolio

Key Takeaways Private credit markets represent a new and exciting way to diversify fixed-income portfolios beyond traditional bonds. This relatively under-the-radar space offers investors true access to unique opportunities not normally accessible in the public markets. In private credit, you will be dealing with all sorts of different instruments. These private credit strategies include direct […]