- Stocks & Income
- Posts
- 💳 Capital One closes in on Discover
In partnership with
🛡️ Tax-advantaged PPLI from Arta
Private market investing through a life insurance wrapper
Arta Finance gives qualified investors access to elite wealth strategies.
One of their most powerful tools is Private Placement Life Insurance (PPLI) — a structure that wraps private market investments in a tax-advantaged insurance policy.
[PPLI] is an ultra-niche financial product, exploited by the super-wealthy to avoid taxes.
PPLI has long been used by billionaires to reduce taxes, defer gains, and pass on wealth efficiently.
Now Arta has made it more accessible.
Who's this for?
High earners in high-tax states
Investors allocating to alts with tax drag
Qualified Purchasers (≥$5m in investable assets)
Families thinking about multi-generational wealth
Learn more
Read our deep dive on PPLI
Attend one of their live info sessions in April and May
Express interest below 👇
This issue is sponsored by Arta Finance Wealth Management LLC. Alts.co is not a client of Arta and has been provided cash compensation for the endorsement. The opinions expressed are based on the author’s knowledge of Arta’s services and are not indicative of future results. This issue is for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any particular security.
📰 Market Headlines
Markets swung wildly yesterday ahead of President Trump's "Liberation Day" tariff announcement.
The S&P 500 and Nasdaq managed gains of 0.4% and 0.9% respectively, while the Dow ended flat.
Job openings fell to 7.57 million in February, hovering near four-year lows, while the quits rate dropped to 2% as labor market cooling continued.
The DOJ is close to approving Capital One's $35.3 billion acquisition of Discover.
The Department of Justice is seeking the death penalty for Luigi Mangione in the December murder of UnitedHealthcare CEO Brian Thompson.
Massive layoffs began at US health agencies, with up to 10,000 workers to be terminated across the CDC, FDA, and NIH.
🇦🇺 Alternative investing news
A respected VC calling the police on its own startup; lenders circling like hawks; a fall into administration; and escalating legal action.
These are the twists and turns of a saga that has captured Australia’s startup investing sector.
This wild story from down under — unfolding as we speak — shows the importance of due diligence in startup investing.
📊 Ideas, trends, and analysis
President Trump's Liberation Day tariff announcements have pushed economic policy uncertainty to its highest non-pandemic level since 1985.
Stagflation trade emerges as rare winner in US stock market rout
🧠 Make yourself heard
Capital One $COF ( ▼ 9.07% ) is on the cusp of acquiring Discover $DFS ( ▼ 8.3% )
Meanwhile, Visa $V ( ▼ 2.48% ) bid $100 million to replace Mastercard $MA ( ▼ 2.56% ) as Apple's new credit card partner
Which financial stock would you hold forever?Let's say could only hold one bank or payments stock forever. No selling. Just diamond hands 'til the end. What would it be? |
😱 Fear and Greed Index
Could RYSE be the next Ring?
Venture capitalists know how difficult it is to spot early investment opportunities – just ask the Sharks from Shark Tank. They passed on Ring at just $700,000, only to watch it sell to Amazon for $1.2B – a 1700x return missed.
Now, there’s a new smart home start-up following the same blueprint: meet RYSE.
The founder pitched on Canada’s Shark Tank, secured two offers, and now their patented smart shades are sold in 127 Best Buy stores, Amazon and Walmart – with Home Depot launching in 2025.
Ring used retail expansion to dominate smart security. RYSE is using the same playbook to disrupt the smart shade market inside the 158B smart home industry.
Past performance is not indicative of future results. Email may contain forward-looking statements. See US Offering for details. Informational purposes only.
Market movers
📊 Crypto
🌍 Global Perspectives
🇱🇧 🇮🇱 Israel bombed Beirut for the second time in less than a week.
🇨🇳 🇹🇼 China launched large-scale drills around Taiwan with an aircraft carrier battle group, tracking 19 Chinese navy vessels in Taiwan's waters.
🇲🇾 A burst gas pipe sparked a fire outside Kuala Lumpur that injured 112 people and damaged 49 houses.
🇮🇸 A new volcano erupted near Grindavik, Iceland, marking the country's 11th eruption since 2021.
🎤 What you said last time
“Uh oh, I thought Government Regulations were bad and hurt the free market… this looks like regulation to me… how’s a bot supposed to feed it’s microchips if they won’t let it play the game?”
😂😂😂
🧠 Miscellanea
A curious 3-year-old unearthed a 3,800-year-old sacred scarab during a family stroll in Israel.
Scientists discovered a prehistoric wasp with a Venus flytrap for an abdomen preserved in 99-million-year-old amber.
Texas wildlife officials warn about a bizarre fish that can zap you with 50 volts of electricity.
📺 What to watch today
That’s all for today. Did I miss anything? Smash the reply button to let me know.
Or find me in the Alts Community.
Cheers,
Wyatt
Reply