Investing Insights & Analysis
Below is an archive of our professional insight and analysis that will help you unlock the wealth building power of private equity and early-stage investing.
3 Ways to Use Debt to Build Wealth & Avoid Taxes Like the Rich
3 strategies of the ultra-rich: 1. Passive Income Arbitrage, 2. Buy, Borrow, Die 3. Leveraged Buyouts (LBOs).
Maximizing Your Assets with a Medicaid Trust in 2023
Medicaid Trusts are an asset protection tool that allows seniors to shield their retirement nest egg from long-term care costs and creditors while maintaining Medicaid eligibility.
📈 How the rich use debt to avoid taxes and get richer
An insider’s guide to borrowing your way to wealth
Cash Balance Plan 2023: Add an Extra $3.4 Million to Your IRA?
A cash balance plan is a hybrid retirement option where employers contribute a pay credit based on a percentage of the employee’s salary, typically with a 4% interest credit, offering lump-sum or annuity payouts upon retirement.
📈 The SEC vs the $20 Trillion Private Fund Industry
This could be the most significant update to securities regulation since Dodd-Frank
The Peter Thiel Roth IRA Strategy: How He Built a $5 Billion Tax-Free Retirement Account
How did PayPal’s Peter Thiel grow a Roth IRA from $2,000 to $5 billion tax-free? Here’s how to replicate his high-risk, high-reward investment strategy.
Record Breaking M&A in MedTech
With 3 months left to go, 2021 has already eclipsed 2020
The Era of Net-Zero Mining
28 mining and metals companies commit to a goal of net-zero direct and indirect carbon emissions by 2050 or sooner
Modern day treasure maps…
How exploration companies hunt for buried treasure (and what it means for investors)
The “Bonanza-Grade” gold mystery
A little science behind rocks that make investors rich.
The Ugly Truth About Climate Change Investing
And why ESG mining could be the secret to unlocking a carbon neutral future…esg mining
Why A Medtech IPO Isn’t Always A Good Thing
(And why we’re okay with deals that don’t go public)
📈 Private Capital Worldviews: KKR
Unpacking the investment thesis of one of world’s top PE firms
📈 Basel III, Access to Capital, and Kevin O’Leary
What Basel III means and why it’s important.
📈 Turning ideas into investments (that hopefully make money)
An Insider’s Guide to Finding Wisdom in Worldviews
What investors get wrong about risk
Are you building your portfolio based on flawed theories?
How Strategic Investors Turn into Buyout Offers
Sometimes one of your top supporters can also be your exit plan
The Importance of “Alpha Surgeons” in Medtech
An “Alpha Launch” is a key step in the company’s path towards full commercialization…
How does a mining company go public?
Here’s why this is important for us early-stage investors to know.
Record Breaking M&A in MedTech
With 3 months left to go, 2021 has already eclipsed 2020
The Era of Net-Zero Mining
28 mining and metals companies commit to a goal of net-zero direct and indirect carbon emissions by 2050 or sooner
More Equifund Articles:
Investing in Private Real Estate: An Introduction
Over the weekend, we talked about how the current banking crisis could impact the commercial real estate (CRE) sector in the next 12-24 months. But as we learned from Blackstone’s CEO, not all CRE is created equal. For those who are
How Pre-IPO investors get squeezed
Hint: it all has to do with this little known “table” hidden inside the legal documents
My Favorite Types Of Investment Opportunities
The #1 thing I look for in every deal and why it’s so important…
📈Home sales crash, updates on JOBS Act 4.0
Now that we’ve reached an agreement on the debt-ceiling shakedown, let’s talk about the stories you haven’t been hearing: Investor home purchases drop 49%, the largest drop on record. The U.S. House of Representatives passed four pieces of bipartisan financial
This tech could save 100k+ lives each year
What every investor needs to know about preventative medicine (and the problems it solves).
