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 | Aug 5, 2025 | Snips Newsletters
The Quiet Transformation of Private Markets Key Defining Trends Private market investing, once the preserve of institutions and ultra-high-net-worth individuals, is undergoing a profound transformation. Advances in technology, regulatory developments, and shifting...
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 | Dec 4, 2023 | Snips Newsletters
The Multi-Stage life … the UN-Retirement “What am I going to do with my life?” What am I going to do with my longevity bonus? Very big hairy questions? Forget the idea of 3 distinct life stages! The traditional thoughts, “Our life pattern has been in 3...
by Costas Souris | Oct 12, 2023 | Snips Newsletters
USA Residency by Grenada E2 TreatyThe USA E-2 visa allows Grenadian citizens to make an investment in a new or active U.S. company, and in return reap the benefits of a life in the United States. Residency is for life and can include the family with excellent tax...
