May 25, 2023
Luke Schmidt: Annual Distribution Rates by Nontraded BDCs
Luke Schmidt (Senior Financial Analyst, Blue Vault) discusses the Annual Distribution Rates by Nontraded BDCs as of December 2022...

Luke Schmidt (Senior Financial Analyst, Blue Vault) discusses the Annual Distribution Rates by Nontraded BDCs as of December 2022.

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Part 1 with Fred Hubler: Why RBA?

Part 1 with Fred Hubler: Why RBA?

Fred Hubler of Creative Capital Wealth Management Group talks about why he created the Retainer Based Academy in this podcast clip.

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Blue Vault Q2 2023 Performance Reports Update

Blue Vault Q2 2023 Performance Reports Update

Blue Vault Q2 2023 Performance Reports Update 10-3-2023 Blue Vault wishes to acknowledge and apologize for the delay in publishing some Q2 2023 NTR Individual Performance Pages (IPPs) as well as the full review. We recently added additional reporting metrics to our IPPs, and that, combined with coverage of all share classes and some additional…
Blue Vault Q2 2023 Performance Reports Update

Blue Vault Q2 2023 Performance Reports Update

Blue Vault Q2 2023 Performance Reports Update 9-25-2023 Blue Vault has published the Q2 2023 Nontraded BDC Industry Review as well as Individual Performance Report and Limited Operations pages for the following offerings (newly published pages in bold font): Nontraded REITS American Healthcare REIT Q2 2023 Apollo Realty Income Solutions Q2 2023 (limited operations) Ares…

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