One of the most overlooked opportunities for investment can be found within miles of your home and family and far away from the chaos of Wall Street. Historically, these opportunities were back-room deals exclusive among close-knit peer groups. This is because the SEC reserved these types of deals for the affluent investor (Accredited Investor). Until […]
Everyone understands the fundamentals of supply and demand. As a seller, demand guides what kind of price you can command for your product. The more significant the gap between demand and supply, the better off you are as a seller. Remember Tickle Me Elmo in the ’90s? Everybody wanted one – adults and children alike. […]
It was very apparent that the 2017 Tax Reform (formally, the Tax Cuts and Jobs Act) (the “Act”) was passed to spur economic growth, but how economic growth would be accomplished was less apparent. The more you dig into the Act, the more it will be apparent to you that the Act wants to encourage […]
With the passage of the JOBS Act in 2012 (launched in earnest in 2016) and the accompanying loosening of the advertising rules associated with exempt private securities offerings, a world of investment opportunities that were once exclusively reserved for the ultra-wealthy, ultra-connected and institutions suddenly opened up to a broader pool of qualified investors. The […]
Launched in 2009, Bitcoin was the first cryptocurrency to go mainstream, but many others have come onto the scene. There are now more than 6,000 different types of cryptocurrencies – including variants of Bitcoin – and more are being developed every day. Using blockchain technology, Bitcoin and other cryptocurrencies were touted for their security using […]
We are in the midst of the longest bull market in history – one that started on March 9, 2009. Of course, it’s not going to last forever, and many ultra-wealthy investors know that and aren’t waiting around for the bear to chase out the bull before cashing out. Many have already started liquidating their […]
After a down year in 2018, stocks are once again on a tear this year. Just this past week, the S&P 500 hit another all-time high, marking five straight weeks of gains. Many investors have seen their stock portfolios swell this year from the bull market, but is it time to cash out? And what are […]
Do you know who is getting wealthy from diversification? Wall Street and the financial advisors whose pockets get fat from trading volume spurred on by investors bought into the diversification lie. Diversification will help investors achieve exactly what diversification is meant to do – and that is to minimize risk. Dictionary.com defines diversification – in the […]
In a contest, nobody wants to compete behind the eight ball or with one hand tied behind the back. Nobody wants to start already from behind. Starting from behind means you’re at a handicap and limited in some way that would prevent you from competing at your peak. “Behind the Eight Ball” “One Hand Tied Behind Your Back” […]
I found an interesting tidbit of news this week involving the Chicago Teachers Union strike. What struck me was that one of the union demands was access to affordable housing. This was surprising that affordable housing was a focal point of a teachers strike. What was not surprising was the lack of affordable housing. Since […]