Health Savings Accounts (HSAs) are one of the most tax efficient accounts available today, boasting rare triple tax advantaged status. For some High Net Worth Investors, these accounts may be used as a “stealth” way to max out retirement savings.…
The Roth IRA is an incredibly tax efficient investment account, but most high earners are not allowed to make contributions directly. Fortunately, there’s a “back door” into the Roth IRA that can enable many High Net Worth investors to shift…
WealthChannel has a big announcement today: we are launching a new podcast! On the Tax Efficient Investor Podcast, we show you how to protect, grow, and transfer your wealth by implementing tax-advantaged investment strategies. Host Michael Johnston demystifies tax strategies…
Many investors might be surprised to learn that the world of micro private equity even exists, but a few managers are quietly building “micro empires” that may promise outsized returns for bold investors. Mike Vranjkovic, managing partner at WebStreet, joins…
Many companies are helping to democratize access to alternatives, but Fundrise may be unique in its traction as a true consumer brand. Saira Rahman, VP of new investor initiatives at Fundrise, joins WealthChannel’s Andy Hagans to discuss the Fundrise growth…
The future of alternatives looks strong, with untapped private capital ready to participate in the alts market. Shifra Ansonoff, Global Head of Customer Experience at Preqin, joins WealthChannel’s Andy Hagans to discuss the opportunities and challenges for GPs who are…
RV parks represent a growing and profitable segment of the CRE universe, but it’s hard to find information on investment opportunities. Paul Moore, founder of Wellings Capital, joins Andy Hagans to discuss why RV parks are “a little bit undiscovered.”…
Investing is highly personal, especially when it comes to one’s own money. And within the world of alternative investments, an investor’s personal passions and experiences will often attract them to a specific asset class. Shana Sissel, founder and CEO at…
Family offices have historically used alternative investments to protect and grow their wealth, but alts are now going “mainstream” with many more self-directed High Net Worth investors. Ben Fraser, managing director at Aspen Funds, joins Andy Hagans to discuss how…
As disruption continues in the fixed income market, many family offices are maintaining and even increasing their allocation to private credit. Brad Conger, deputy CIO at Hirtle Callaghan, joins Andy Hagans to discuss why private credit and other select asset…
Twenty years ago, many executives in finance and asset management firms scoffed at the idea of marketing’s importance. But the world has moved on, and many leading firms have now placed marketing at the forefront of their growth strategy. Why? Because…
The world of private equity can be slow to change, but sometimes a big idea can create transformation faster than anyone might predict. Rachel Vass and Kelly Winget, co-founders of the EPIC family of funds, join Andy Hagans to discuss…