How Could the SV Mid-Term Note E Work for Me?

With nearly 21 million empty nester households in the U.S.—a number that’s grown 10.6% in the past 15 years—more people than ever are rethinking their financial strategies.

The SV Mid-Term Note E can offer you a 14% annualized return, making it a potentially attractive choice for empty nesters ready to focus on travel, hobbies, or early retirement. In today’s article, we’ll explore how the Note E can fit your own goals.

 

Why Should I Consider Note E for My Investment Portfolio?

Empty nesters own a huge 28.2% of large U.S. homes, often holding significant equity. Because many empty nesters like you are interested in downsizing to smaller homes, this can free up capital for investments like Note E.

Key Features of the Note E:

●      14% annualized return with no fees.

●      2-year term with the option to redeem principal and interest or roll over.

●      Flexibility to align with future financial goals.

 

Imagine the Smiths, a couple who invests $100,000 in the Note E. Over two years, they could earn $28,000 in interest, which covers annual trips to Europe while aiming to preserve their principal.

Why Note E Offers a Flexible Way to Build Wealth

Note E has a lock-up period of just two years. That’s way shorter than other alternative assets like private equity, which typically hold funds for 10 years or more. At the end of the two years, you could receive your principal plus the accumulated 14% annualized interest.

Whether it’s traveling to dream destinations, pursuing hobbies like painting or photography, or spending quality time with family and grandkids, this return can give a meaningful boost to your financial goals.

 

 

But Is Note E a Safe Option for Wealth Building?

You already know that diversification is key to reducing risk. With Note E, no more than 1% of the principal is allocated to any single merchant cash advance (MCA) deal, spreading risk across a carefully managed portfolio.

Plus, the Note E can be included in your 401(k), so you can grow your wealth with tax advantages.

 

 

Is Note E Right for Your Next Financial Chapter?

The Note E can offer you steady income, tax advantages, and flexibility.

Ready to get started? Sign up for a free investor account today to explore Note E and our other investment opportunities.

And remember, refer a friend to Supervest and enjoy a one-on-one portfolio review with our Chief Investment Officer!