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Using Self-Directed IRAs (SDIRA) to Tap into Alternative Investments
Blogs/Articles Chris Carsley Blogs/Articles Chris Carsley

Using Self-Directed IRAs (SDIRA) to Tap into Alternative Investments

When most people think of retirement accounts like IRAs or 401(k)s, they imagine stocks, bonds, and mutual funds. However, the world of investing is far more diverse. For many individuals, self-directed IRAs (SDIRAs) offer a powerful way to tap into alternative investments like private debt, allowing for more diversified portfolios and potentially greater returns. This article will guide you through what a self-directed IRA is, why it’s particularly appealing to investors, and how you can take full advantage of the opportunities it presents.

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The Value of Skilled Management in Private Investments
Blogs/Articles Chris Carsley Blogs/Articles Chris Carsley

The Value of Skilled Management in Private Investments

The number of family offices has tripled between 2019 and 2023, now overseeing a total of $10 trillion worldwide, underscoring a notable consolidation of wealth within this sector.

In recent years, there has been a noticeable trend among Family Offices towards favoring direct investments over conventional investment funds with 80% of them now engaged with Direct Investments. This change is primarily driven by a desire to avoid the fees associated with fund investments, such as management and incentive fees.

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Deep Dive Into Asset-Backed Funds
Videos Brock Freeman Videos Brock Freeman

Deep Dive Into Asset-Backed Funds

What are asset-backed funds? Our Chief Investment Officer, Chris Carsley, was part of a panel that did a deep dive into asset-backed funds. He was with Michael Flight, co-founder of Liberty Real Estate Fund, and hosted by Patrick Grimes of Passive Investment Mastery. They discussed the ins and outs of investing in asset-backed funds. They also discussed funds dealing with private debt, private equity, and even funds in the exciting world of blockchain in real estate.

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8 Factors to Determine If an Investment Fund Manager Is Putting Investors First
Blogs/Articles Chris Carsley Blogs/Articles Chris Carsley

8 Factors to Determine If an Investment Fund Manager Is Putting Investors First

Lots of managers say, "Investor First," but it is only when you dig into the fund documentation and really spend time understanding the management team, fees, and fund details can you better assess if this is the case. Regardless of the investment platform, here are eight factors for investors to consider when reviewing fund managers to see if they are putting investors first.

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