Whitepapers

Discover the World of Energy Learn about the evolving demand for traditional energy sources and what it means for investors like you. Download our white paper now to dive into the world of Energy and the investment opportunities it presents!              Complete the form to get your copy! Understand the…

Empowering Investors’ Portfolios Through Alternative Lending And Learn Why at SAM, We’re Bullish on Private Credit Creating New Growth Opportunities Benefits Download our white paper now to learn more about private credit and many new investment opportunities it presents! Complete the form to get your copy! Attractive Risk-Adjusted Returns Diversification Benefits Potential Inflation Hedge Growing…

Income & Stability: Discover the world of Preferred Stocks Learn how Preferred Stocks bridge the gap between stocks and bonds Download our white paper to dive into Preferred Stocks and the opportunities it presents!              Complete the form to get your copy! Learn the characteristics of Preferred Stocks, an asset…

Discover How We are Investing in Artificial Intelligence Learn Why at SAM, We’re Bullish on the Potential of AI in Creating New Growth Opportunities Download our white paper now to dive into the world of AI and the many new investment opportunities it presents!              Complete the form to get…

Four Steps to Take Before You Invest Another Dollar There are four steps that we believe EVERY investor should take RIGHT NOW. Regardless of how you feel about investing today, there are four steps that we believe EVERY investor should take RIGHT NOW. We really do believe these steps apply to everyone, no matter how…

Target Date Funds Miss The Mark Discover Why Target-Date Funds Might Be Sabotaging Your Retirement Plans Are you relying on target-date funds for your retirement savings? While they may seem like a convenient “set it and forget it” solution, the truth is that these popular investment vehicles might not be as safe or effective as…

Discover the Strategic Advantage That Navigates Market Volatility Unlock Consistent Returns with Merger Arbitrage Complete the form to get your copy! In today’s unpredictable markets, finding a reliable investment strategy is more challenging than ever. Traditional methods, like the 60/40 balanced portfolio, have shown their limitations during times of heightened market instability. At SAM, we…

Discover Ten Proven Strategies to Maximize Your Investment Returns Are you seeking reliable income amidst today’s unpredictable market conditions? Michael Joseph, CFA, Deputy Chief Investment Officer and Portfolio Manager, reveals ten actionable income investment strategies tailored for discerning investors like you. This comprehensive guide is your key to navigating the complexities of income investing with…

Discover the Power of Alternative Investments Complete the form to get your copy! Unlock Higher Returns and Diversification with Expert Insights Are you considering expanding your investment portfolio beyond traditional stocks and bonds? Alternative investments are rapidly gaining popularity, offering individual investors access to unique opportunities once reserved for institutions. From private equity to hedge…

A Guide to Close-Ended Funds Are you ready to explore an investment strategy that goes beyond the ordinary? Closed-End Funds (CEFs) offer unique opportunities that can significantly boost your portfolio’s performance, but they’re often misunderstood. While most investors are familiar with mutual funds and ETFs, Closed-End Funds operate differently and can provide substantial rewards when…