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. 

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.

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.  

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.

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.

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.

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.

Last month, we highlighted how the interest rate environment and disruptions in the banking sector indicated that direct lending platforms are stepping into the void left by traditional banks as they deleverage their balance sheets and reduce their loan portfolios. As a result, we expect private credit funds to provide a solid source of income and deliver outsized risk-adjusted returns for their investors.

Given current market dynamics, secondary private equity funds now offer a particularly attractive avenue for investors looking to participate in the private equity market. “Secondary funds” or “secondaries” are investment vehicles run by managers that specialize in acquiring interests in existing private equity assets from the original investor.

Ballast Rock Private Wealth Webinar - January 2023

During the webinar the team discuss the need for the 60/40 model to evolve so it can continue to best serve investors and advisors alike, why we’ve seen institutional investors increasing their allocations to private assets in recent years and why it’s time for individual investors to consider doing the same.