Join Jake Borbidge, Chief Investment Officer at Avidian Wealth Solutions, and Robert Palmer, Director of Financial Planning at Avidian Wealth Solutions, as they dissect a pivotal scene from the most recent episode of the Paramount+ show, LANDMAN.

The discussion centers on a massive insurance payout exceeding $400 million for a destroyed offshore oil rig—diverted through a separate entity into illiquid private investments, with ties to tax strategies like asset depreciation, reinvestment loopholes, and captive insurance structures.

Jake and Robert separate dramatic flair from financial reality, exploring how large insurance claims are actually handled, the dangers of misdirecting proceeds, IRS red flags associated with captives, liquidity risks in private equity (including lock-up periods and steep penalties), and the nuances of PIK (Payment-In-Kind) interest.

Disclaimer:

Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.

Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice.

Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

This information contained herein may be dated.

In this timely end-of-year episode, CIO Jake Borbidge and Head of Financial Planning Robert Palmer discuss the landmark deal where a private equity firm invested $500 million for a significant non-controlling interest in the University of Utah athletics, marking the first time a public university has brought in PE capital for its sports program. They break down the rapid rise of sports as an investable asset class, examine liquidity realities, and explore the potential conflicts that arise when public institutions mix with profit-driven investors.

The conversation then turns to current markets, including the Fed's latest rate cut, mixed reactions across indexes, pressure on AI leaders such as Oracle, rotation into smaller caps, and signs that investor risk aversion is quietly increasing.

Finally, with only weeks left in 2025, Jake and Robert share urgent year-end planning actions, including:

• Locking in the full charitable deductions at 37 cents on the dollar before the benefit shrinks in 2026
• Tax-loss harvesting opportunities (and why crypto still has no wash-sale rule)
• Maximizing QBI, Section 179 expensing, and bonus depreciation while they remain permanent
• Latest private credit update: rising PIK usage, non-accrual loans, and early stress in cyclical sectors

Whether you’re fascinated by the monetization of college football or need to button up your 2025 tax strategy, this episode has you covered.

Disclaimer:

Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.

Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice.

Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

This information contained herein may be dated.

On this episode of Ask Avidian, the guys cover practical personal finance steps—from auditing expenses to using modern family office tools—to streamline cash flow and simplify money management. We break down key market themes, including the muted impact of the government shutdown, behavioral finance dynamics, inflation pressures, Fed policy signals, and the Q4 outlook. We also explore private markets, highlighting AI-driven venture trends, rising private credit risks, and the importance of strong due diligence as alternatives become more accessible to investors.

Disclaimer:

Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.

Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice.

Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

This information contained herein may be dated.