Insights & Videos
Ten Essential Tips for Filing Your Taxes
When it comes to filing taxes, ensuring you’re well-prepared can mean the difference between significant savings and costly mistakes. Whether you’re filing as an individual or through your business entity, here are 10 tax tips to keep in mind whether you are filing taxes for this year, or the years ahead.
The Top 7 Reasons to Diversify Beyond Public Stocks and Bonds
During heightened economic uncertainty, rising inflation, and market volatility, alternative asset classes provide a compelling case for inclusion in a well-diversified portfolio. By allocating capital to private equity, venture capital, real estate, and private credit, investors can access higher returns, lower market correlation, and enhanced income opportunities.
Developing a Mindset to Deal With Market Volatility
Market volatility is something that all investors need to deal with. While every financial situation is different, at Ballast Rock Private Wealth we believe that guidance around mindset and approach will help many investors better deal with the inescapable ups and downs that investing in public markets brings.
Is Your Portfolio Truly Diversified?
With publicly listed equity representing a small fraction of US GDP, why aren’t more advisors talking to their clients about true diversification? Impartial investment advice should incorporate both public and private market asset classes and true diversification can only be achieved by considering the entire investable universe.
The Art of Investing: Lessons from Legendary Investors
Warren Buffett, Peter Lynch, and John Bogle have each earned their place in the pantheon of world-renowned investors. Yet, all of the greats achieved wealth and success through different strategies. There is not a one-size-fits-all approach to investment management – nor should there be.
Understanding the Evolution of Private Credit
BRPW Wealth Advisor Joe Miller discusses the evolution of Private Credit as an asset class.
BRPW’s 2024 Volatility Halftime Report
BRPW’s Senior Wealth Advisor and Portfolio Manager Jim Carroll presents the 2024 Volatility Halftime Report
Why Are Other Advisors Not Talking About Private Market Investing?
Learn why other advisors are not talking about private market investing.
Private Credit Outlook: Better Returns Amid Reduced Risk
Earlier this Spring, we wrote two articles about the tailwinds providing extremely attractive risk-adjusted returns in the private credit markets, especially direct lending. Since then, the financial environment has only improved for private credit lenders, and large financial institutions are now beginning to wholeheartedly recommend the strategy.
Why Should Accredited Investors Consider Private Assets for Their Portfolios?
Learn why accredited investors should consider private assets for their portfolios.
Private Market Investing Requires an Active Approach
Private market investments are not passive investments. Because of how disruption and innovation affect our economy, active management of private market investments by advisors and family offices is critical to identify the innovative companies taking advantage of the opportunities caused by broad economic, environmental and social changes.
Why We See Opportunity in Private Credit
Given the current stress on the banking sector, we strongly feel that private credit funds, especially middle-market direct lending platforms, can potentially offer attractive investment opportunities for suitable investors.