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 […]
Category Archives: Blog
24
Feb
Feb
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 […]
14
Feb
Feb
The economy is roaring with the stock market at all-time highs, but we all know it can’t go on forever. Recessions are a fact of life – not a matter of if but when. Economies expand when businesses and consumers with money and confidence increase spending – businesses increase spending on equipment, staff, office space, inventory, and […]
05
Feb
Feb
So you’ve been approached to invest in a private offering. Investing in a private company can be extremely rewarding, but it’s not without risk or challenges. There are no guarantees that a startup will succeed, and if it fails, investors may walk away with nothing in the worst case. Before diving into private investments, there […]
29
Jan
Jan
Do you think you’ve made the right investment decisions in the past two, four, six years? With Wall Street on the longest bull run in history – more than 10 ½ years and counting – it would be hard for any investor to dispute that they’ve made good investment choices. Anyone and everyone have made […]
15
Jan
Jan
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 […]
09
Jan
Jan
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 […]