Covenant U - Investment Resources
To help you navigate the complexity of the current environment, Covenant U provides insights and education on topics including the economy, financial planning, investment, taxes, and much more through our regularly published articles, audio podcasts, and radio/television interviews.

White Papers

Diversification

Diversification

In a period of ever rising equity markets, the emotional appeal to concentrate one’s portfolio in what has worked lately is strong. This often proves to be a poor long-term investment decision, as discussed in this thought piece.

A New Investment Frontier: An Introduction to Private Lending

A New Investment Frontier: An Introduction to Private Lending

Institutional and private investors are increasingly considering direct lending for their investment portfolios. This new investment frontier offers opportunities but also reasons to move deliberately. This paper will discuss this new asset class, offering thoughts on...

A New Era for Fixed Income Investments

A New Era for Fixed Income Investments

Low-interest rates not only negatively impact the future returns available from traditional fixed-income investments, but they also undercut their effectiveness in offsetting future equity market declines. These inconvenient truths suggest investors should think...

A New Era for Fixed Income Investments

A New Era for Fixed Income Investments

Low-interest rates not only negatively impact the future returns available from traditional fixed-income investments, but they also undercut their effectiveness in offsetting future equity market declines. These inconvenient truths suggest investors should think...

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