July 2025

Value Investing: A Beginner’s Guide to Building Long-Term Wealth The Only Theory that has Worked Over the Last 70 years

Learn How to Invested Like Warren Buffett

If you’re new to investing and looking for a strategy that focuses on long-term success rather than chasing short-term gains, value investing might be exactly what you need. Made famous by legendary investors like Benjamin Graham and Warren Buffett, value investing is a time-tested approach that emphasizes patience, discipline, and buying stocks at a discount to their intrinsic value.

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By / / Investment Education

Title: Private Equity vs. the S&P 500: A Decade of Diverging Growth and Risk-Adjusted Returns

Mutual Funds are both private and public depending on registration

Over the last decade, private equity has evolved from a niche asset class to a dominant force in global investing, reshaping industries, driving innovation, and attracting unprecedented capital inflows. While the S&P 500 remains a benchmark for public market performance, private equity has increasingly become the go-to for institutional investors and high-net-worth individuals seeking higher returns, albeit with different risk profiles and liquidity constraints. Now due to an executive order by President Trump the working class can share in the profits through their IRA and 401K’s.

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By / / Private Equity vs Other Asset Classes

Why Buying from Outside Your Country Is More Inflationary Than Tariffs

Help not hurt the economy

Tariffs are not the enemy of the consumer — dependency is. While tariffs may increase specific prices in the short term, they work to anchor price stability by rebuilding domestic production, reducing external vulnerabilities, and keeping value inside the national economy.
By contrast, unfettered importation drains wealth, hollows out industries, and leaves economies vulnerable to foreign shocks — all of which are far more inflationary in the long run.
In truth, the real cause of modern inflation isn’t tariffs. It’s the loss of economic sovereignty — and the answer lies in rebuilding it. Reinvesting in domestic manufacturing, supporting local producers, and enacting smart, protective trade policies will not only lower inflation over time — it will restore prosperity where it belongs: at home.

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By / / Investment Education

Private Equity Fund vs. Mutual Fund: Understanding the Key Differences

Mutual Funds are both private and public depending on registration

When it comes to investing, two prominent vehicles often discussed are Private Equity (PE) funds and Mutual Funds. While both pool money from investors to invest in various assets, they operate in fundamentally different ways, cater to different investors, and offer very different risk-reward profiles.

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By / / Investment Education, Private Equity vs Other Asset Classes

💼 How You Can Invest in Private Equity for Just $584/Month Using a Self-Directed IRA Higher Returns Mean Better Retirement

Learn How to Invested Like Warren Buffett

Private equity used to be reserved for the ultra-wealthy. Not anymore.
Thanks to Self-Directed IRAs (SDIRAs) or 401k, everyday investors can now access private equity opportunities with as little as $584 per month—all while enjoying tax-advantaged growth.

💼 How You Can Invest in Private Equity for Just $584/Month Using a Self-Directed IRA Higher Returns Mean Better Retirement Read More »

By / / Investment Education

Valuing a Business Using a Multiple of EBITDA

Learn How to Invested Like Warren Buffett

Using a multiple of EBITDA to value a business is a useful, industry-standard tool. While it doesn’t tell the whole story, it’s a strong starting point that captures the essence of operational performance. It’s important to combine this method with other valuation techniques (like discounted cash flow or asset-based valuation) and factor in qualitative aspects such as management strength, competitive landscape, and customer loyalty.
When done correctly, EBITDA multiples can provide both buyers and sellers with a clear and credible estimate of what a business is truly worth.

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By / / Investment Education

Understanding the Financial Theory of Corporate Value

Learn How to Invested Like Warren Buffett

The financial theory of corporate value remains a cornerstone of modern finance. It provides a structured, rational framework for valuing companies, making investment decisions, and measuring strategic success. Though it must evolve to account for intangibles and sustainability, its core message is clear: a company is worth the cash it can generate—discounted for time and risk. Mastering this theory is essential for anyone looking to lead, invest in, or evaluate a business in today’s economy.

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Why Economic Policy Only Works When It’s Community by Community

Learn How to Invested Like Warren Buffett

Across decades of political cycles, both the left and right have championed sweeping economic reforms promising to lift wages, expand opportunity, and drive national prosperity. But while headlines tout job creation or GDP growth, too many communities across America continue to fall behind. Why? Because economic policy, no matter how well-intentioned, fails when it ignores the basic truth that economies are local.

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By / / Investment Education
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