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Middle Market Loans: An Opportunity for Higher ROI

Middle Market Loans: An Opportunity for Higher ROI

  Middle market companies (with revenues between $50 million and $1 billion) and lower middle market companies (with revenues between $5 – $50 million) that are not able to access today’s high yield bond market are increasingly turning to smaller regional banks for their capital needs. When a bank is unable to provide adequate capital,Read more about Middle Market Loans: An Opportunity for Higher ROI[…]

Self-Directed IRAs

Self-Directed IRAs

Despite existing since the traditional IRA was created in 1974, Self-Directed IRAs (SDIRAs) have received relatively little attention over the past few decades. While SDIRAs are functionally the same as traditional IRAs, SDIRAs provide access to significantly more types of investments and give investors the ability to invest in a wider variety of asset classes.Read more about Self-Directed IRAs[…]

Importance of Lower Middle Market and Middle Market in an Investing Portfolio

Importance of Lower Middle Market and Middle Market in an Investing Portfolio

Middle market companies are generally passed over by traditional investors despite the recent expansion of the asset class. There are about 350,000 private middle market companies in the United States, collectively employing nearly 32 million people. While these companies have been served predominantly by commercial banks and traditional lenders, interest in the middle market hasRead more about Importance of Lower Middle Market and Middle Market in an Investing Portfolio[…]

Advanced Investing: Current Yield Investing Landscape

Advanced Investing: Current Yield Investing Landscape

Recent stock market volatility and low interest rates have prompted investors to seek alternative options for portfolio diversification. This environment has led to investors having to choose between investments that either have a significant reduction in yield or an uptick in risk. Historically investors have had the following options: Publicly-traded bond funds REITs CDs and Short-Term BondsRead more about Advanced Investing: Current Yield Investing Landscape[…]