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Insights & Education

Fixed vs Floating Income:
When a Fixed Coupon Wins

Floating-rate income can shine when short-term rates rise—but payments drop when rates fall. Fixed-rate notes deliver predictable cash-flow regardless of rate moves,...

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Notes vs Preferred Stock: Income Without
Equity Volatility

Preferred stock offers equity-adjacent income but carries market price volatility, call risk, and manager/issuer decisions that impact payouts. Private notes emphasize a...

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Notes vs CDs
for Income Planning

Certificates of Deposit (CDs) provide FDIC insurance up to applicable limits and a fixed term, but often with lower yields and penalties...

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Notes vs Treasuries:
Trading Liquidity for Yield

Treasuries offer exceptional liquidity and are backed by the U.S. government—but coupons are often lower and cash-flow is typically semiannual. Private notes...

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Notes vs Corporate Bonds: Which Fits a
12–24 Month Horizon?

For investors targeting 12–24 months, private notes offer defined coupons, stated maturities, and a clear payment schedule, while corporate bonds offer secondary-market...

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Evaluating Note Risk:
The 7 Questions
Savvy Investors Ask

Don’t stop at the coupon. To evaluate note investment risks, ask seven questions about: (1) economic engine & underwriting, (2) collateral/security, (3)...

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How Supervest Notes Work: From Subscription to
First Interest Payment

Supervest note products are designed for accredited investors who want rate visibility and a defined timeline. The path is simple: (1) compare...

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From Inquiry to Allocation:
A Prospect’s
Step-by-Step Playbook

Who this guide is for Accredited investors who want a clear, friction-light process to move from interest to funded allocation—without missing key...

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“High Yield = High Risk?” Not Always—Structure Matters

Why “high yield = high risk” is an oversimplification A higher coupon can reflect genuine risk—or it can compensate for limited liquidity,...

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