by Costas Souris | Oct 3, 2025 | Financial Planning, Private Lending
Bitcoin: An Opportunity for Generational Wealth For many new investors, Bitcoin feels intimidating. Headlines scream about “wild price swings” or “crashes,” and the word volatility gets thrown around like a warning label. But here’s the truth: volatility isn’t the...
by Costas Souris | Sep 19, 2025 | Financial Planning, Private Lending
The Evolution of Private Assets Alternative Financing The Big Shift in Investing For decades, the “60/40 portfolio” was gospel — 60% equities for growth, 40% bonds for stability. It worked well in a world of falling rates and predictable inflation. But the shocks of...
by Costas Souris | Mar 11, 2025 | Financial Planning, Private Credit, Private Lending
Private Credit vs. Equity Markets: Why Stability Beats Speculation A Decade of Uncertainty in Equity Markets Over the past decade, equity markets have resembled a rollercoaster—soaring in one year, crashing the next, and delivering inconsistent long-term results. For...
by Costas Souris | Feb 26, 2024 | Financial Planning, Fixed Income, Private Credit, Private Lending
The performance of markets in the traditional assets, equities-bonds-cash and all the variations has been a roller coaster ride of turmoil and returns. Investors are exhausted, perplexed, and often poorer Investors and Retirees have been frustrated and denied turning...
