#investment strategy
4 articles found
Impact Investing in 2026: Returns, Where to Invest, Measuring Outcomes, and Spotting Impact Washing
Impact investing in 2026: how it differs from ESG, what research says about returns, options from CDFI deposits to private funds, and how to test impact claims.
Private Equity Due Diligence: Strategic Guide
How investors vet a private equity fund: IRR vs TVPI vs DPI, comparing with public markets, subscription lines, fee terms, track record evidence, and red flags.
Retirement Income in 2026: Withdrawal Rates, Social Security Timing, RMDs, and Guardrails
Turning savings into income: what withdrawal-rate research shows, when to claim Social Security, 2026 RMD rules, and how guardrails and buckets compare.
Business Valuation Methods: DCF, Comparable Companies, SDE Multiples, and 409A Valuations
How DCF, trading comps, precedent deals, and SDE multiples value a company, with a worked DCF at a 5.24% Treasury yield, a WACC table, and 409A rules.