22 Years of Investor Wisdom — Private Investment Club
90+ countries investors private community.
Join 10,000+ investors who use our community strategies to grow wealth.
Join 10,000+ investors who use our community strategies to grow wealth.
Who We Are — Union Investment
Union Investment is more than a company — we're a community of experienced investors who've spent 22 years helping people just like you navigate the markets. No complicated jargon. Just real strategies that work.
- George Cohen
- Joel Klarman
- Naval Sacca
- Reid Neff
The numbers don't lie.
- 58%Of retirement investors keep most of their savings in low-yield accounts.
- 43%Of retirees lose purchasing power because their savings don’t keep up with inflation.
- 61%Of retirement portfolios lack reliable passive income streams.
We started creating these guides back in 2004.
Every year since, we’ve updated them with new strategies, market insights, and lessons learned from our community.
We didn’t create them to sell anything. We created them to help — whether you’re just starting out or already investing.
And yes, they’re completely free.
Always have been. Always will be.
Every year since, we’ve updated them with new strategies, market insights, and lessons learned from our community.
We didn’t create them to sell anything. We created them to help — whether you’re just starting out or already investing.
And yes, they’re completely free.
Always have been. Always will be.
Get Your Free Guide
Inside This Guide (Written Since 2004):
Part 1: The Retirement Income Problem
Many investors approach retirement with savings that generate little income. We explain how experienced investors build portfolios designed to produce steady cash flow.
Part 2: Building Reliable Dividend Income
Not every dividend is reliable. This chapter shows how to identify stable dividend payers that can support long-term retirement income.
Part 3: Protecting Your Retirement Capital
Large losses late in life can be difficult to recover from. We show how to structure investments to reduce risk while still generating income.
Part 4: Beating Inflation Over Time
Even modest inflation can significantly reduce purchasing power during retirement. This chapter explains how investors protect their income against inflation.
Plus: Every chapter includes links to deeper guides — because one email can’t hold 20+ years of investment experience.
Many investors approach retirement with savings that generate little income. We explain how experienced investors build portfolios designed to produce steady cash flow.
Part 2: Building Reliable Dividend Income
Not every dividend is reliable. This chapter shows how to identify stable dividend payers that can support long-term retirement income.
Part 3: Protecting Your Retirement Capital
Large losses late in life can be difficult to recover from. We show how to structure investments to reduce risk while still generating income.
Part 4: Beating Inflation Over Time
Even modest inflation can significantly reduce purchasing power during retirement. This chapter explains how investors protect their income against inflation.
Plus: Every chapter includes links to deeper guides — because one email can’t hold 20+ years of investment experience.
About Us
22 years of experience
Union Investment — private community of investors since 2004.
10,000+ members
Real investors. Real results. Real community.
90+ Countries
Investors in 90+ countries have joined their country private community.
130+ investment guides
Step-by-step strategies, research, and frameworks built from 20+ years of investing experience.
Union Investment Around the World
From small meetups to large gatherings — our community connects investors across 90+ countries.
