Investment Education

Empower yourself with knowledge. Our Investment Education blog category provides clear, practical insights for investors of all experience levels. From understanding financial fundamentals to exploring advanced strategies in private equity, real estate, and retirement planning, this section is your go-to resource for building long-term wealth. Whether you’re managing a Self-Directed IRA or evaluating market trends, we break down complex topics into actionable guidance to help you invest with confidence.

Captive Insurance vs. ObamaCare: A Cost-Effective Alternative

The Affordable Care Act has increased healthcare costs and burdens. A Captive Insurance System offers a viable alternative, reducing expenses, enhancing transparency, and promoting preventive care. This approach encourages local control and community investment, presenting a potential economic uplift. Transitioning to this model could significantly cut federal healthcare costs while improving overall quality.

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Discipline: The Key to Winning in Football and Investing

Robert Wilson emphasizes that both the New York Giants’ struggles and investors’ failures stem from a lack of discipline. Mistakes cost teams momentum and games, while emotional decisions lead investors astray. Success in both realms relies on executing a defined strategy, strong leadership, and maintaining composure amid challenges for long-term results.

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Revamping NASCAR: The Need for Investment Banks

NASCAR faces financial challenges due to rising team costs and shifting sponsorship models. To ensure sustainable growth, it needs to leverage investment banks for institutional capital, financial structuring, and mergers. This shift could help teams secure stable financing, create franchise value, and improve competitive quality while attracting new investors to the sport.

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Comparing Art and Private Equity: Investment Returns Over 20 Years

This white paper evaluates a $100,000 401(k) investment over 20 years, contrasting art with the Platinum Ridge Private Equity Fund. While art offers cultural value with a projected return of $291,776, private equity significantly outperforms with $1,636,654, underscoring its superiority for long-term wealth creation.

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Maximize Retirement Returns: S&P 500 vs. Private Equity

This white paper analyzes a $100,000 401(k) investment over 20 years, contrasting a full S&P 500 allocation with the Platinum Ridge Private Equity Fund. The results show that the private equity investment could reach approximately $1.64 million, compared to $466,000 for the S&P 500, suggesting significantly enhanced long-term growth potential.

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White Paper

Americans must choose between 401(k)s and Self-Directed IRAs (SDIRAs) for retirement investment. 401(k)s offer employer contributions and regulated oversight, while SDIRAs provide greater investment flexibility with alternative assets. Each has distinct benefits and risks, and a combined strategy may yield optimal results for many investors seeking diversification and tax advantages.

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Maximize Your 401(k) Contributions on $80K Salary

The white paper illustrates how an individual earning $80,000 annually can positively contribute to a 401(k) while minimizing take-home pay impact. By leveraging pre-tax contributions and employer matches, employees can save effectively. Recommendations include maximizing contributions to capture employer matches and gradually increasing them over time to enhance retirement savings.

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Top 5 Retirement Plans: Your Guide to Financial Security

Planning for retirement is vital for financial stability in the U.S., with various savings plans available. The top five include 401(k), Traditional IRA, Roth IRA, 403(b), and SEP IRA, each offering distinct tax benefits and contribution limits. Choosing the right plan depends on employment status and financial goals, emphasizing early and consistent contributions.

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Class F Units vs Corporate Bonds: A Comparative Analysis

The white paper compares Class F Units in real estate with corporate bonds, assessing their return profiles, risks, and liquidity. Class F Units, yielding 8–12%, offer potential income and appreciation but carry moderate risks, while corporate bonds yield 4–6% with lower volatility. A balanced portfolio enhances yields and resilience.

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Investing in Class E Units: A High-Yield Alternative

Entertainment properties have emerged as a notable alternative asset class, yielding cash flows through various revenue streams. Class E Units target 12–18% annual returns by focusing on such investments, outperforming the S&P 500’s 8–10%. Despite moderate risks, these units align with the entertainment sector’s growth, offering a strategic investment opportunity.

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