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.

Valuing a Business Using a Multiple of EBITDA

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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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Understanding the Financial Theory of Corporate Value

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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

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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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Investing Made Easy: Buying the Whole Fund or Targeting an Industry Within It

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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?

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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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The Future of Tech: Innovations and Regulations in 2025

Executive SummaryAs we approach the year 2025, understanding the landscape of Technology Investing 2025 will be crucial for stakeholders looking to navigate the evolving digital economy. The technology industry continues to be a global powerhouse, driving innovation, shaping economies, and transforming how societies operate. As of 2025, the industry is defined by rapid advancements in

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