Roth accounts can be a great way to invest in a tax-free manner, but direct contributions to these accounts are not allowed if income is above certain thresholds. The IRS allows a workaround called the backdoor roth contribution, but investors need to be aware of its limitations.
Real estate investing is often considered highly tax advantaged. Sure, there are some tax benefits investors can reap, but the overall tax impacts from a typical real estate investment are more complex.
Publicly traded equities and their associated funds are highly liquid instruments, usually turned into cash within a day or two. Private equity and credit funds often are not. In fact, many are subject to “lockups” or redemption restrictions, which can tie up investor money for years, even if they want out.
Most assets traded on major stock exchanges are highly liquid and the value they can be bought and sold for is clear. In the private equity world, that is not the case. Sometimes buyers and sellers of private companies/debt can diverge in their assessments of what their investments are worth, and this divergence can lead to some suspicious return calculations.
Blue River Capital Management, LLC is a registered investment adviser in the States of Oregon and Washington.
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Jack, co-founder and Chief Investment Officer at BRCM, excels in investment research and portfolio management. Transitioning from litigation consulting to investment management, he previously served as a portfolio manager at Baker Ellis Asset Management. A University of Oregon graduate with an MBA, CPA, and CFA, Jack is a high-level amateur golfer who finds joy in family time and staying updated on investment research.
Co-founder of Blue River Capital Management, Philip blends his decade of expertise from Baker Ellis Asset Management with a Chartered Financial Analyst designation. His financial journey began at the University of Arizona, competing in golf while studying finance. Off duty, he’s engaged in golf, skiing, and serves on the Board of Directors for the First Tee of Greater Portland. His wide-ranging interests encompass cooking, reading, travel (especially to Sweden), curling, and quality time with fiancé Jess and their dachshund, Milo.
