When a prospect brings me a portfolio to review, one of the first things I look at is how their alternative investments interact with their specific tax situation. The same strategy can produce very…
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Why Smart Investors Look Past the Fee Break in Private Equity
Every so often, a client will call me excited about a new private equity opportunity. Often, the conversation leads to something along the lines of: “If I get in early, they’ll reduce the fee….
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Beyond NVIDIA: How to Invest in the Infrastructure Powering AI
If you’ve been watching AI dominate headlines and wondering whether you’re positioned to actually benefit from it, you’re not alone. Most high-income investors have exposure to AI through a handful of large-cap tech stocks….
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The Tax Benefits of Private Markets Most Investors Don’t Know About
Most investors think of private markets as a way to diversify beyond stocks and bonds. That’s true, but for high-income earners, the more compelling reason to pay attention may actually be the tax advantages….
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Is the 60/40 Portfolio Still Enough for Long‑Term Investors?
The traditional 60/40 portfolio split (60% stocks and 40% bonds) has long been the standard asset allocation for long-term investing. For decades, this strategy has helped investors balance growth and stability, smooth out the…
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Q&A: Should I Include Private Equity and Credit in My 401(k)?
Private equity, credit, infrastructure, real assets, and other private investments have long been inaccessible for most average investors. In fact, for decades, these alternatives have been largely reserved for institutions and ultra-high-net-worth investors. But…
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How Private Investments Are Reshaping Retirement for High‑Income Earners
Market volatility has a way of testing even the most well-structured retirement plans. When equities swing and bonds fall short, what once felt like a balanced portfolio can suddenly look vulnerable. High-income earners who’ve…
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Balancing Risk and Opportunity: Is Crypto Worth a Spot in Your Portfolio?
If you’ve been working hard, carving out a successful career, and building wealth the old-fashioned way, talk of investing in cryptocurrency probably raises some red flags. The volatility, regulatory uncertainty, and stories of hacked…
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How Alternative Investments Can Strengthen Your Portfolio in Your 30s and 40s
Q: What role should alternative investments play in the portfolio of a married couple in their thirties or forties looking to diversify and manage risk? A: First off, I want to commend you for…
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Private Markets & Liquidity: Balancing Access and Opportunity
Reaching a certain financial status opens up a world of investment opportunities—but it also introduces new complexities. For high-earning professionals considering private investments for the first time, one of the most common questions is:…
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