Category Archives: Blog

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 […]

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 […]

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 […]

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 […]

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. […]