RETAIL INVESTORS

Employ credit as
a wealth tool.

Credit strategies for individual investors.

Private Banks help clients achieve their financial and investment goals by providing credit strategies and capital.

You can employ the same strategies, and enjoy the same benefits, by implementing these strategies on your own.

RIDE THE INVERTED YIELD CURVE

Rising interest rates can create a buying opportunity for bonds. Ride the Inverted Yield Curve uses credit to finance the purchase of bonds after a rise in short-term interest rates has caused prices to fall.

This creates capital gains when the yield curve returns to its normal shape and bond prices recover.

BORROW THE DIP

Investing after a market downturn is an excellent way to generate capital gains and additional investment income, and using credit can make it even more rewarding.

Learn how to implement this strategy and manage the risks of investing with credit

THE DEBT SWAP

The Debt Swap improves after-tax cash flow by replacing non-deductible debt with deductible debt.

This versatile strategy allows clients to increase the capital available for investments, increase cash flow, and free up the equity in encumbered assets so it can be leveraged and deployed in other investments.

COMPOUNDING WEALTH

Einstein called compound interest the eighth wonder of the world. Accelerate the compounding of gains and income in your portfolio with this credit strategy.

This course teaches investors the mechanics of Compounding Wealth, the economic situations in which the strategy is appropriate, and to identify the main risks of the strategy and ways to mitigate them, among other skills.