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The Private Equity Advantage

Over the past year, we have spent a good amount of time researching different options for our clients in the private equity space. In today’s post, we will look at private equity from a very high level to explain what it is exactly and why it might be a good addition to a well-diversified portfolio. http://www.seasoninvestments.com/insights/the-private-equity-advantage/

A 1031 Skeleton Key

A skeleton key is a type of master key that can open numerous locks. In the 1031 space, if we think of all the rules and constraints as locked doors, then today’s post is going to explain how a useful and somewhat under-utilized tool can be considered a skeleton key for unlocking all those doors and maximizing the value of an exchange. http://www.seasoninvestments.com/insights/a-1031-skeleton-key/

The Power of a 1031 Exchange

Real estate is one of the most commonly held assets on most investor’s balance sheets. For those that have real estate investments and want to continue leaving their money invested in real estate, a 1031 exchange is an extremely powerful tool which can be used to compound higher returns on a real estate portfolio. http://www.seasoninvestments.com/insights/the-power-of-a-1031-exchange/

Battle of the Brain

I’m sure everyone as experienced the internal struggle between short-term pleasures and long-term benefits, which is why it is so difficult to save for retirement. Even though our long-term, logical brain understands the merits and importance of saving for retirement, it must constantly do battle with our short-term emotional brain which is hell bent on immediate gratification. http://www.seasoninvestments.com/insights/battle-of-the-brain/

Burning A Hole In Our Pockets

Why do we all have such an innate desire to spend money? For many of us, it is as if money literally burns a hole in their pocket as it is spent faster than it can be accumulated. The desire to spend money and acquire things comes from an innate desire to boost our self-esteem. http://www.seasoninvestments.com/insights/burning-a-hole-in-our-pockets1/

The Dennis Rodman Effect

Dennis Rodman was a game changing player on the basketball court even though he was sub-par (at best) when it came to scoring. One could argue that the Pistons went from being a good basketball team to a championship team with his addition. Sometimes the whole is greater than the sum of the parts. http://www.seasoninvestments.com/insights/the-dennis-rodman-effect/

The Most Valuable Thing Money Can Buy

The number one reason people become a slave to their jobs/career is because they lack the discipline to save money. This week's post is about a young women who bucked the trend and retired at the age of 33 to pursue her dreams of traveling the world. http://www.seasoninvestments.com/insights/the-most-valuable-thing-money-can-buy/

NIRP Is The New ZIRP

Zero interest rates are intended to induce growth in borrowing, lending and general risk taking throughout the economy. But what happens when ZIRP doesn’t have its intended effect on economic activity? You move to the next logical extreme: NIRP. http://www.seasoninvestments.com/insights/nirp-is-the-new-zirp/

Ostrich Finance

In a recent study respondents were asked how they would pay for a $400 emergency. Rather surprisingly, 47% of the respondents indicated that they wouldn’t be able to cover the expense out of their savings or checking account balances. What does that say about our collective finances? http://www.seasoninvestments.com/insights/ostrich-finance/

LendIt 2016 Takeaways

Last week I attended and spoke at a breakout session for the 2016 LendIt USA conference in San Francisco. For those that don’t already know, LendIt is a two day conference centering on the rapidly growing FinTech industry. There were over 3,500 attendees all soaking up the wealth of information on "alternative financing." http://www.seasoninvestments.com/insights/lendit-2016-takeaways/

Buffett's Bet

Back in 2007 Warren Buffett issued a public challenge that the S&P 500 would outperform any basket of hedge funds. Hedge fund manager Ted Seides with Protege Partners took Buffett up on his challenge and "the Bet" was born. Now eight years into the bet, who is winning and what can we learn from it? http://www.seasoninvestments.com/insights/buffetts-bet/

Safety In Numbers

Just last month, I received an email from Van Eck trumpeting the merits of peer-to-peer lending. It was interesting to read that a $30 billion+ asset management firm would go on record to endorse the merits of the once relatively obscure space. This week we provide an update on how our P2P managed account composite is performing 19 months since inception. http://www.seasoninvestments.com/insights/safety-in-numbers/

Anything But Boring

Today’s Insight is the third post we’ve written on VEREIT (ticker: VER). When we first wrote about and purchased the stock we included the caveat that “any number of things could create another wave of negative sentiment that could send the stock even lower.” Today we look back at what has happened since our initial purchase and what the future might hold for VEREIT. http://www.seasoninvestments.com/insights/anything-but-boring/

The Lone Cockroach

We’ve all heard the saying “one man’s junk is another man’s treasure.” Well, for the junk bond market over the past few months the treasure has been conspicuously absent. Junk bonds have been under pressure lately, leaving many wondering how much more carnage there might be and what it might portend for other areas of the market. http://www.seasoninvestments.com/insights/the-lone-cockroach/

Rise of the Unicorns

Back in 2013, the term unicorn was coined to describe private technology companies that were valued at over $1 billion. At that time there were only 36 unicorns, but today that number has increased by almost 400% with 142 unicorns collectively worth over half a trillion dollars. http://www.seasoninvestments.com/insights/rise-of-the-unicorns/

A New Vehicle For Subprime

Roughly eight years ago the subprime mortgage lending crisis began unfolding here in the US, eventually leading to the global financial crisis and multiple years of economic hardship. Today the auto industry appears to be repeating these same sins of the past. http://www.seasoninvestments.com/insights/a-new-vehicle-for-subprime/

What is a Rate Hike Anyway?

We are now entering a new phase of the Fed cycle. After nearly seven years of zero percent interest rates we are finally on the precipice of an interest rate increase. In light of this, we thought now would be a good time to dig into what all this rate hike talk really means. http://www.seasoninvestments.com/insights/what-is-a-rate-hike-anyway/

The Greek Tragedy (Act III)

The Greek crisis will surely be one of the defining macroeconomic stories of this decade. We are now in the sixth year of this drama. Greece has found its way back onto the front page repeatedly since late 2009, and the past six weeks have ushered in Act III (as measured by the number of bailouts the country has received) of what is truly turning into a Greek Tragedy. http://www.seasoninvestments.com/insights/the-greek-tragedy-act-iii/

Hindsight Isn't 20/20

Everyone has heard the phrase, “hindsight is 20-20” and most believe this to be a true idiom, but in actuality our brain plays a very powerful role in shaping how we experience the world and remember the past. This fact has potentially dangerous implications when it comes to investing. http://www.seasoninvestments.com/insights/hindsight-isnt-2020/

Keeping the End in Mind

No one wakes up in the morning thinking, “Today is the day to plan for my demise,” which is why so many people go through lives under-insured without a will or estate plan in place. Today we will look at the risk of not planning for the future of our assets after we pass away. http://www.seasoninvestments.com/insights/keeping-the-end-in-mind/

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