Private Credit: A Timely Introduction

Our experience with alternative investments has us well-acquainted with the edge they can offer a portfolio, a concept we introduced in our first blog. This past year created an interesting economic backdrop which beckons us to dial in to one sub asset class in particular,…

By Toolbox

COVID-19 Tracker 12/11/20

This week’s COVID-19 Tracker by First Trust. Covid-19 Tracker flyer 12102020

By QP Wealth Management

COVID-19 Tracker 11/12/20

Good news arrived this week on the vaccine front but we’re still watching the data. Here are the most recent stats from First Trust’s COVID-19 Tracker. Source: 

By QP Wealth Management

COVID-19 Tracker 11/4/20

Every Thursday First Trust publishes their Covid-19 Tracker. We’ve been tuning in for the data and find it worth sharing as winter and a second wave approach. News of rising positive cases is concerning but current data shows the fatality rate to be level in…

By QP Wealth Management

Alts and the Bell Curve

We often get asked why we use alternative investments and I like to think we have a simple and effective way of demonstrating our answer. Imagery is powerful teaching tool, so the bell curve lends itself nicely to our method. If you have never seen…

By QP Wealth Management

Four Things You Need to Know About a Nevada Trust

Did you know that Nevada is considered a top trust jurisdiction? The state’s 0% income tax coupled with its advantageous trust laws create quite the appeal for high-net-worth individuals. While we are well acquainted with the use of Nevada trusts as a tax minimization strategy,…

By QP Wealth Management

A Volatile Market: An Interesting Outlook for Alternative Investments

We founded QP Wealth Management just over a year ago with exceptional partners, a passionate foundation, and a belief in utilizing some commonly untapped resources. “QP” stands for qualified purchaser; a person who meets certain financial criteria that qualifies them to participate in alternative investments….

By QP Wealth Management

Expanding National Deficit and Debt Burden

Brian Wesbury is the Chief Economist at First Trust and a voice we’ve tuned into for years. In this piece, he speaks to our expanding national deficit and debt burden and proposes the government capitalize on the situation by overhauling the securities it issues. One…

By QP Wealth Management

The Impacts of COVID-19

The impacts of COVID-19 are difficult to comprehend but we can be sure the effects will span beyond our generation. The pandemic has cratered our economy and created a hole that only the Federal government can fill. But what are the long-term implications of these…

By QP Wealth Management