Why a Captive Insurance Company is Better than Social Security and Medicare for the American People
Creation of a Higher Standard of Living for the Same Cost to Taxpayers with Economic Impact Sincerely Robert Wilson 631-819-8252
July 2025
Investing Made Easy: Buying the Whole Fund or Targeting an Industry Within It
In the modern investment landscape, flexibility and precision are key. One of the most powerful yet underappreciated tools available to investors today is the ability to either purchase an entire fund or selectively invest in specific industries represented within that fund. This flexibility empowers investors to tailor their portfolios to match their goals, values, or market outlook—without sacrificing diversification or control.
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At What Age Should You Reconsider Investing Your Self-Directed IRA in Private Equity?
Age Matters Self-directed IRAs (SDIRAs) offer investors access to a broader range of alternative assets—including real estate, commodities, cryptocurrencies, and private equity. Among these, private equity can be particularly enticing due to its potential for outsized returns. However, private equity is also illiquid, high-risk, and long-term in nature. That raises an important question: at what
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💼 Private Equity in Your 401(k)?
Trump’s executive order just opened a door previously closed to most retirement investors. Here’s how to take advantage.
💼 Private Equity in Your 401(k)? Read More »
“Unlock Private Equity in Your Retirement Portfolio”
Trump’s executive order just opened a door previously closed to most retirement investors. Here’s how to take advantage
“Unlock Private Equity in Your Retirement Portfolio” Read More »
Wholesale-to-Retail Industry Report – 2025
The wholesale-to-retail industry is undergoing a dramatic shift from analog bulk trading to data-driven, digitally connected, and customer-focused ecosystems. Wholesalers that embrace digital platforms, sustainable practices, and value-added services will thrive. Retailers that forge strategic partnerships and demand efficiency, transparency, and speed will drive innovation. As the lines blur between wholesaler, marketplace, and retailer, adaptability will be the new competitive edge.
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U.S. Manufacturing Industry Report – 2025
The U.S. manufacturing industry is entering a new era—defined by innovation, resilience, and strategic autonomy. While the sector faces persistent challenges related to labor, cost, and global competition, it also benefits from favorable policy tailwinds, advancing technology, and shifting global dynamics. With continued investment in talent, infrastructure, and digital capability, the U.S. can reclaim and expand its position as a global manufacturing powerhouse.
U.S. Manufacturing Industry Report – 2025 Read More »
Wholesale-to-Retail Industry Report – 2025
The wholesale-to-retail industry is undergoing a dramatic shift from analog bulk trading to data-driven, digitally connected, and customer-focused ecosystems. Wholesalers that embrace digital platforms, sustainable practices, and value-added services will thrive. Retailers that forge strategic partnerships and demand efficiency, transparency, and speed will drive innovation. As the lines blur between wholesaler, marketplace, and retailer, adaptability will be the new competitive edge.
Wholesale-to-Retail Industry Report – 2025 Read More »
U.S. Manufacturing Industry Report – 2025
The U.S. manufacturing industry is entering a new era—defined by innovation, resilience, and strategic autonomy. While the sector faces persistent challenges related to labor, cost, and global competition, it also benefits from favorable policy tailwinds, advancing technology, and shifting global dynamics. With continued investment in talent, infrastructure, and digital capability, the U.S. can reclaim and expand its position as a global manufacturing powerhouse.
U.S. Manufacturing Industry Report – 2025 Read More »
Top Performing Asset Classes: What Investors Need to Know in 2025
2025 continues to reward those positioned in disruptive innovation, digital assets, and high-yield private markets. However, traditional havens like real estate and gold still offer stability in uncertain times.
The top takeaway: diversification remains key, but understanding each asset class’s macro context is more critical than ever.
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