The latest from Citizen Mint
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Research, guides, and market commentary on private markets for advisors and their clients.
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105 posts
There Are Fewer Stocks to Buy Today Than in 1996
Why the number of public companies has shrunk since 1996, how large private markets have become, and what that means for diversification and concentration risk.
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America's Power Grid Wasn't Built for This
How grid interconnection works, why the queue has grown so quickly, and the forces behind the interconnection capital opportunity.
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The Hidden Risks of Interval Funds
How interval funds work, how quarterly redemption caps behave under stress, and what advisors should weigh before using them.
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Your Portfolio Is Missing Half The Market
What private markets are, why most of the economy stays private, and how the four private asset classes differ.
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Austin Peterson | Backbone Planning Partners
In our sixteenth episode, Austin Peterson of Backbone Planning Partners shares his perspective on wealth management for business owners, discussing diversification beyond the business, preparing for future liquidity events, tax-aware portfolio construction, and how private markets can help entrepreneurs build financial independence outside of their companies.
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Stephen Lewis | Future First Finance
In our fifteenth episode, Stephen Lewis of Future First Finance shares his perspective on modern wealth management, discussing climate-focused investing, the energy transition, disciplined portfolio construction, and how advisors can thoughtfully incorporate private markets to build resilient, long-term client portfolios.
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Christina Kramlich | Cantata Wealth
Christina Kramlich of Cantata Wealth joins The Advisor View to share the story behind the firm and how it approaches planning and investing for clients.
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Jacob Tally | Prospero Wealth
Jacob Tally of Prospero Wealth joins The Advisor View to share the story behind the firm and how it approaches planning and investing for clients.
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Louis Green | Prestiq Wealth
Louis Green of Prestiq Wealth joins The Advisor View to share the story behind the firm and how it approaches planning and investing for clients.
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Rubin Miller | Peltoma Capital Partners
Rubin Miller of Peltoma Capital Partners joins The Advisor View to share the story behind the firm and how it approaches planning and investing for clients.
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Reading Private Market Performance: A Guide to IRR, TWR, MOIC, and the Metrics That Matter
A guide to private market performance metrics for advisors: what IRR, TWR, MOIC, TVPI, and DPI measure, and which metric fits which asset class.
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Frank Byskov | Forty4 Financial
Frank Byskov of Forty4 Financial joins The Advisor View to share the story behind the firm and how it approaches planning and investing for clients.
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Citizen Mint Joins the Kitces AdvisorTech Map
Citizen Mint joins the Kitces AdvisorTech Map, reflecting the growing role of private markets technology in how RIAs and wealth advisors serve clients.
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Powering the AI Revolution: Private Market Paths Beyond the Public Equity Trade
Explore how advisors can access the AI revolution beyond public equities through private market infrastructure, power, storage, interconnection, and venture exposure.
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Rebecca White | Harrington Investments
Rebecca White of Harrington Investments joins The Advisor View to share the story behind the firm and how it approaches planning and investing for clients.
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Welcoming Curtis Yasutake as Citizen Mint’s New Director of Investments
Citizen Mint welcomes Curtis Yasutake as Director of Investments. Learn more about his private markets experience and the expertise he brings to our investment platform.
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Guillaume Decalf | Oui Financial
Guillaume Decalf of Oui Financial joins The Advisor View to share the story behind the firm and how it approaches planning and investing for clients.
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Dale Shafer | Life Moves Wealth Management
Dale Shafer of Life Moves Wealth Management joins The Advisor View to share the story behind the firm and how it approaches planning and investing for clients.
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Matthew Oberdorfer | ObFi.com
In our seventh episode, Matthew Oberdorfer of ObFi.com shares his perspective on modern wealth management, discussing personalized financial planning, tax-aware portfolio construction, and how advisors can integrate alternative investments and private markets to support long-term client outcomes.
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Wealth Architecture Strategies: How the Ultra-Wealthy Build Tax-Efficient Generational Wealth
Learn how sophisticated investors use LLC structures, asset-backed lending, and tax strategies to build and transfer generational wealth efficiently.
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The Operational Gap Holding Back Private Markets Adoption
Private markets adoption often stalls at operations. Learn how RIAs can streamline workflows, reduce complexity, and scale private investments more effectively.
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Sizing Private Market Allocations: How Liquidity, Diversification, and Opportunity Should Shape the Conversation
Learn how advisors can size private market allocations based on liquidity needs, diversification goals, and today’s opportunity set.
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Dave O’Brien | Evo Advisors
In our fifth episode, Dave O’Brien of Evo Advisors shares his perspective on modern wealth management, highlighting a planning-first approach, tax-aware portfolio construction, and how private markets can enhance diversification and after-tax outcomes for high-net-worth clients.
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Why the Next Decade of Wealth Management Will Be Built on Alternatives
Discover how the endowment model pioneered by Yale and Harvard uses private markets to generate superior returns, and how advisors can apply it for their clients.
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Lucas Wennersten | 49th Parallel Wealth Management
In our fourth episode, we highlight Lucas Wennersten, Founder of 49th Parallel Wealth Management. Lucas shares his journey building a cross-border advisory firm, emphasizing his focus on tax-aware planning and integrated portfolio construction for clients with global financial lives. He discusses how his firm navigates the complexities of U.S. and Canadian tax and regulatory frameworks, the importance of structuring portfolios for after-tax outcomes, and how private markets can enhance diversification. The conversation also explores how advisors can better serve increasingly sophisticated, internationally focused clients.
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Winning High-Net-Worth Clients in Today’s Market
Actionable strategies for financial advisors to attract high-net-worth clients through differentiated service, private market access, and personalized wealth management.
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Guide to Winning High‑Net‑Worth Clients
Learn proven strategies for attracting and retaining high-net-worth clients, from building trust to offering tax-efficient private market investments.
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Why Multifamily and Workforce Housing Deserve a Place in Your Portfolio Today
Structural housing shortages and rising rentership are reshaping real estate. Learn why multifamily and workforce housing may offer resilient, income-focused opportunities.
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The Infrastructure Behind the Energy Transition: Unlocking the Grid with Interconnection Capital
Listen to a discussion on the emerging opportunity of interconnection capital—a short-duration strategy designed to address critical grid bottlenecks while offering structural downside protection through regulatory refundability
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Guide to Interconnection Capital
As grid access becomes a critical constraint in power development, understanding interconnection capital matters more than ever. A closer look at the infrastructure, regulatory structure, and capital dynamics shaping this emerging opportunity.
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Citizen Mint Advisor Guide
How Citizen Mint works with wealth advisors, family offices, and foundations: sourcing and diligence, portfolio construction, client education, and implementation through the custodians you already use.
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2026 Outlook on Private Market Opportunities
As private markets become central to portfolio construction, understanding their role matters more than ever. A 2026 outlook across major private asset classes.
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The Hidden Infrastructure Behind the Power Surge
Discover why surging power demand, aging grids, and interconnection bottlenecks are reshaping energy infrastructure, and how these dynamics are creating new opportunities across private markets.
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Alternative Investments Are No Longer “Alternative”
Private markets have gone mainstream. Learn why alternative investments are now essential portfolio building blocks for advisors and accredited investors.
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Tax Planning for High Income Investors: Practical Steps to Strengthen After-Tax Wealth
Explore tax-efficient strategies including depreciation, opportunity zones, and private market investments to reduce your tax burden and strengthen after-tax wealth.
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How Chicory Wealth Scaled Impact and Alternatives Through a Curated Private Markets Platform
Learn how Chicory Wealth leveraged Citizen Mint's platform to offer private market investments to clients, streamline operations, and scale their impact investing practice.
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Building Smarter Portfolios with Alternatives
Learn how to build more resilient, diversified portfolios by incorporating alternative investments including private real estate, infrastructure, and impact strategies.
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Multifamily Set to Benefit from Tight Supply
Multifamily real estate looks to be at a positive inflection point where demand is about to dramatically outpace supply at household formations surge.
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Trace 4001 Ground Breaking
Nitze-Stagen, Housing Diversity Corporation, Amazon Housing Equity Fund, Forbright Bank and Citizen Mint are pleased to announce the groundbreaking of Trace 4001, a 195-unit affordable workforce housing project in Seattle's Othello neighborhood.
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Adam Wishard | First Pacific Financial
In our second episode, we highlight Adam Wishard, Co-Chief Investment Officer at First Pacific Financial. Adam shares his journey from a math and statistics background to becoming a financial advisor, emphasizing his passion for simplifying complex financial issues for clients. He discusses the evolution of First Pacific Financial, the importance of giving genuine advice, and the firm’s unique team approach. The conversation highlights the increasing role of technology in wealth management and the importance of aligning investments with clients’ values and goals.
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How Citizen Mint Empowers Wealth Advisors to Enhance Client Satisfaction and Grow Their Firms
Discover how Citizen Mint's private market platform helps wealth advisors enhance client satisfaction, differentiate their practice, and drive firm growth.
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Bruce Herbert | Newground Social Investment
In our inaugural episode of the Advisor View, we highlight Bruce Herbert, founder of Newgrounds Social Investments. Bruce shares his remarkable journey from studying Buddhism in Asia to training on Wall Street, and how he integrates values-aligned investments into his clients’ portfolios. Discover how Bruce’s firm leverages shareholder engagement to drive corporate accountability and sustainability, setting a benchmark in impact investing.
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Case Study: Utilizing DAF’s To Amplify Impact
See how one investor used a donor-advised fund to amplify their impact through private market investments on the Citizen Mint platform.
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An Update On Hard Costs
Get the latest update on construction hard costs and how they affect real estate investment returns in the current market environment.
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How a Renewable Infrastructure Allocation Can Bolster Investment Portfolios
Explore why Renewable Infrastructure is being utilized by more investors to bolster clients' portfolios
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Values Aligned Investing in private Markets
Read transcript highlights or listen to the full episode to hear Katherine Fox and Josh Hile, founder of Citizen Mint
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The Ins and Outs of Opportunity Zone Investments: A Comprehensive Guide
A comprehensive guide to Opportunity Zone investments covering tax benefits, qualified opportunity funds, timelines, and strategies for maximizing returns.
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2024 Outlook on Private Market Opportunities
Learn about investment opportunities within the private markets that are likely to perform well in 2024 even in a more challenging environment.
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Why Invest in Farmland
Learn why farmland is an overlooked gem in the investment landscape with the potential for solid returns, stability, and resilience.
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Why Liquidity is Not Equal to Risk in Investing
One of the most common misconceptions in investing is that liquidity is synonymous with risk. This is just not true. In this article we dive into the reasons.
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The Case for Renewable Infrastructure
Discover why renewable infrastructure presents a compelling investment opportunity with stable cash flows, policy tailwinds, and growing demand for clean energy.
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Three Steps to Engage the Next Generation of Investors
Learn best practices for delivering an investing experience that meets the evolving expectations of the next generation of investors.
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Property Classes in Real Estate Investing Explained
There are four main property classes in real estate investing: Class A, B, C, & D. Each class has unique characteristics, risks, and potential rewards.
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Understanding a Schedule K-1
The K-1 is an important document that reports each partner's share of income, deductions, and credits for tax purposes.
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Cash On Cash Return & What It Means For Real Estate Investors
Cash-on-cash return is a quick metric to gain an accurate picture of the profitability of an investment property.
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Seeds Investor Partners With Citizen Mint On Private Impact Investments
Seeds Investor Partners With Citizen Mint On Private Impact Investments
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Demand For Impact Investing Is Rising. Here’s Why
Demand For Impact Investing Is Rising. Here’s Why
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A New Fintech Has Emerged With The Mission of Accelerating Access for Impact Investing in Private Markets
A New Fintech Has Emerged With The Mission of Accelerating Access for Impact Investing in Private Markets
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Citizen Mint Launches Its Impact Investing Platform Designed to Solve Global Challenges
Citizen Mint Launches Its Impact Investing Platform Designed to Solve Global Challenges
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Citizen Mint Launches Its Impact Investing Platform Designed to Solve Global Challenges
Citizen Mint Launches Its Impact Investing Platform Designed to Solve Global Challenges
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Citizen Mint: Bridging the Gap Between Private Market Capital and Impact Investments
Citizen Mint: Bridging the Gap Between Private Market Capital and Impact Investments
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Citizen Mint Launches Its Impact Investing Platform Designed to Solve Global Challenges
Citizen Mint Launches Its Impact Investing Platform Designed to Solve Global Challenges
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Seattle startup aims to make it easier to invest in social or environmental impact companies
Seattle startup aims to make it easier to invest in social or environmental impact companies
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Impact Investing – Make Money While Doing Good ft. Josh Hile
Impact Investing – Make Money While Doing Good ft. Josh Hile
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New Fintech Aims to Accelerate Access For Impact Investing In Private Markets
New Fintech Aims to Accelerate Access For Impact Investing In Private Markets
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Strategic Asset Allocation, the Endowment Model and the Growing Importance of Private Markets in Portfolios
Learn more about why strategic asset allocation and allocation to private markets in portfolios are essential components of a well-rounded portfolio.
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New Fintech Aims to Accelerate Access for Impact Investing in Private Markets
New Fintech Aims to Accelerate Access for Impact Investing in Private Markets
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New Bellevue Fintech Aims to Accelerate Access for Impact Investing in Private Markets
New Bellevue Fintech Aims to Accelerate Access for Impact Investing in Private Markets
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New Impact Investing Platform Created
New Impact Investing Platform Created
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Why is renewable infrastructure a compelling and defensive asset class?
Learn why many investors are adding renewable infrastructure for diversification as well as compelling risk and return characteristics.
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New Tool: How privates can enhance returns
Evaluate how adding private markets to your portfolio both enhances returns as well as reduces volatility by utilizing Citizen Mints new tool.
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What is estate planning & why is it important
Learn about estate planning and why it is a thoughtful way to express your love for those who matter most.
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Accredited Investor vs. Qualified Purchaser
Learn the difference between an accredited investor and a qualified purchaser and how it governs access to certain investment opportunities.
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What is diversification and why is it important
Learn why a portfolio diversification is important and ways to diversify your portfolio across different asset classes.
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The Importance of Behavioral Finance in Investing
Behavioral decision making can be the difference between poor returns and great ones. This is why it is key to have a thoughtful long-term financial plan.
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6 Steps to Jump Start Your Finances in 2023
Make 2023 a productive year for your finances by reviewing your financial goals. Here are a few steps to get you started.
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The Magic of Compounding Returns
Discover why Albert Einstein once referred to compound interest as the “eighth wonder of the world" and how it allows you to hit your financial goals.
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Guide to Financial Topics
A comprehensive guide to numerous financial topics including investing basics, budgeting, HSA Plan investing, behavioral finance and many more.
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Benefits of Tax Loss Harvesting
Discover how to decrease taxes and increase long-term returns through active tax loss harvesting in your portfolio.
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Charitable & Family Giving
Discover alternative investment opportunities that both provide diversification to traditional stock & bond portfolios.
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HSA Plan Investing: A Hidden Retirement Planning Gem
Discover how a health savings account (HSA) is one of the best and least known places to stash away capital for retirement.
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Best Alternative Investments for Inflation
Discover an aggregated list of alternative investment opportunities that both provide diversification to traditional stock & bond portfolios.
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The 60/40 Portfolio Decline & Top Alternatives
Learn why the 60/40 investment portfolio is in a decline and discover top alternative investment opportunities to add to portfolios.
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We Need Trillions of Dollars for Climate Finance, Where Will it Come From?
Learn more about COP 27 in Egypt as world leaders discuss climate change funding and ways to address sustainability.
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Top Impact Investing Trends According to Industry Leaders at SOCAP
Discover the top takeaways from the SOCAP event on impact investing trends.
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Guide to Investing in Real Estate
Explore private real estate investing strategies including multifamily, workforce housing, and commercial properties. Learn about fund structures, returns, and risks.
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How Can You Start Investing In Real Estate?
Learn the different types of investments in real estate and how to get started.
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What is the Real Estate Capital Stack?
Learn about the capital stack in real estate investing - what it is, how it works, and why it matters for investors. Explore the layers of financing and risk.
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How To Diversify Your Portfolio With Real Asset Investments
These assets can provide significant value to investors’ portfolios through increased diversification and lower risk given their underlying characteristics.
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What is a Community Development Loan?
Community Development Loans specialize in lending to individuals, organizations and businesses in under resourced communities to support community development activities.
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Guide to Investing in Real Assets
Real assets can provide significant value to investors portfolios through increased diversification and lower risk given their underlying characteristics.
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401k Investing Roth or Traditional
401k's are great savings vehicles for employees and have additional tax advantages if properly utilized. Learn more about different options for 410k Investments.
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Affordable Housing Investment Guide
Learn how affordable and workforce housing investments can deliver competitive returns while addressing the critical housing supply gap in communities across the country.
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How Does Citizen Mint Select Investments?
At Citizen Mint we select the investments we are convinced will make a positive difference in the world while providing a competitive risk-adjusted return.
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Investing in Affordable Housing for Impact and Return
Underinvested in for decades despite strong growth in demand, we believe affordable housing is both a prime investment opportunity and a way to help alleviate the US housing shortage.
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Investment Philosophy & Process
At Citizen Mint (CM), we seek to have a positive change on the world one investment at a time.
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Private Market Investments Guide
Private markets are an area of focus for many impact investors as a way to diversify out of the public markets, while potentially helping to fund a higher level of impact and capturing a competitive market return.
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Top 5 Investment Areas to Counter Climate Change
Private markets are an area of focus for many impact investors as a way to diversify out of the public markets, while potentially helping to fund a higher level of impact and capturing a competitive market return.
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What is Impact Investing?
Impact Investments focus is on specific investment opportunities, often in the private markets, that aim to a solve an environmental or social challenge, materially, measurably and intentionally while also providing a profit.
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Why Should You Invest in Private Markets?
Private markets are increasingly an area of focus for many impact investors as a way to diversify out of the public markets.
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Impact Investing Guide
Learn more about impact investing opportunities to make a change while making returns.
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How to Combat Climate Change Through Investment
Climate change is an environmental issue but it has also become a financial one. Not surprisingly, more capital is being invested in products and services to mitigate or adapt to climate change.
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The Story Behind Citizen Mint
At Citizen Mint, we connect investors with opportunities that align with their values or issue areas. We believe it’s the power of investors coming together that will accelerate a positive impact on our world.
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What are the UN SDGs?
While originally government focused, the UN SDGs have been adopted by companies, investment managers and investors as a map for allocating to impact investments.
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How Big is the Opportunity for Impact Investments?
The number of investable opportunities targeting one or more social or environmental positive outcomes has increased dramatically due to technology, innovation and increased awareness.
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Walk through the platform in 15 minutes
A short walk-through of how Citizen Mint helps build differentiated portfolios, for accredited investors and their advisors.