America is an amazing country built on the cornerstones of individual freedom and capitalism infused with a spirit of innovation and entrepreneurship. Like it or hate it, the odds are stacked in favor of risk-takers, entrepreneurs and capitalists. The tax code, in particular, provides multiple incentives and benefits to encourage entrepreneurship and investment. Unfortunately for […]

I recently did a Q&A interview regarding alternative investments and given the current economic situation, I wanted to share that interview with you. # # # As the equities market experiences volatility like never before, investors are turning to an asset class long used by institutional and ultra-high-net-worth (“UHNW”) investors to shield from Stock Market uncertainty […]

On March 10, 2000, while riding on the wave of the dot-com frenzy, the Nasdaq Composite Index hit an intraday high of 5132.52. We all know what happened next – the dot-com bubble burst. By October 2002, the index had fallen 78.4% to 1108.49. Retirements and paper wealth went up in smoke. In the aftermath, […]

Commercial real estate (“CRE”) has long attracted investors for its cash flow, appreciation, and capital preservation advantages. Unfortunately, very few investors have the expertise or substantial capital to acquire commercial real estate on their own. Fortunately, there are passive investment alternatives investors can turn to enjoy the financial benefits of CRE investment without the steep […]

COVID-19 (the Coronavirus) has exacted a devastating toll on the world in both health and economic terms. It has devastated economies – halting entire industries and putting countless workers on hiatus or out of work entirely. In the span of a little more than the month, the stock market has shed more than a third […]

The Dow closed below 20,000 for the first time since January 20th, 2017, the day President Trump was inaugurated. After setting a closing record of 29,551.42 on February 12th of this year, it has since lost every gain since Inauguration Day on fears of the COVID-19 (Coronavirus) pandemic – closing at 19,898.92 as of the […]

As coronavirus fears spread, countries the world over are feeling its effects. Among the countries hardest hit so far are China, South Korea, Iran, and Italy. To stop the spread of the virus, many countries with the U.S. leading the way, have imposed travel restrictions the world over – with obvious and a not so […]

The Dow dove more than 3,600 points this past week on Coronavirus fears. The problem is it wasn’t the actual economic effect of the virus that drove the plunge, but the fear of its impact – fueled by hysterics and fear-mongering pedaled on social media and the news. Last week’s stock market volatility was unprecedented, […]

When has below average ever been good enough? You wouldn’t settle for a below-average brain surgeon or below-average teachers for your kids, so why settle for below average with your investment portfolio? And if you’re playing the Wall Street diversification game, below-average is exactly what you can expect. In a mathematical sense, diversification is meant […]

Following the ‘07-’08 Financial Crisis, the financial markets saw a massive upswing in private market investments because of the desire by investors to move away from Wall Street volatility that saw many investors lose more than half the value of their portfolios during the crisis. The myopia of investing in the public markets where investors […]