Investing Archives

A path diverging in a wood, representing an opportunity for divestment and ESG investors

Appetite for Divestment at Record High

March 9, 2020
/ Commentary • Investing
/ By Michele Schechter

Tags: ESG,

Divest to Grow The percentage of companies utilizing divestments doubled from 2017 to 2019. Executives and investors are learning that in order to increase value and grow their core business, […]

Real estate crowdfunding, for developments like this, can be an investment opportunity for baby boomers

Keeping It Real: A Baby Boomer’s Guide to Real Estate Crowdfunding

February 26, 2020
/ Investing
/ By John Bowens

Tags: crowd, Real Estate,

Baby Boomers are looking for alternative sources of income as they retire, and real estate crowdfunding provides an opportunity to passively invest.

An accredited investors' brown loafers - recently, the accredited investor threshold has changed

Revising the Accredited Investor Standard

February 25, 2020
/ Investing
/ By Jonathan Friedland

Tags: Accredited Investors,

The accredited investor threshold has not been updated since the Reagan presidency, but the SEC’s recently proposed updates still miss a step.

Real estate due diligence is important for investment properties, like the cityscape pictured here

Real Estate Due Diligence: A Simple Guide for Investment Properties

February 18, 2020
/ Investing
/ By Tracy Treger

Tags: Real Estate,

When it comes to investing in real estate, do your homework before you pull the trigger. Learn the best ways to accomplish real estate due diligence.

The exterior of a luxury home, representing the challenges of buying real estate as an investment

The Risks, Rewards and Challenges of Buying Real Estate

January 27, 2020
/ Investing
/ By Tracy Treger

Tags: Real Estate,

Investing in Real Estate for Beginners Property values are rising in smaller cities, renting remains popular in first-tier cities, and many Millennials are entering the housing market for the first […]

Macbook and iPhone, representing the purchase of Pre-IPO Shares

How Not to Buy Pre-IPO Shares Back Then: What About Today?

January 24, 2020
/ Investing
/ By Billy Ray Valentine

Tags: Stocks,

It’s A Whole New World We have published a number of articles to help investors understand how to purchase pre-IPO shares and the potential risks and rewards of doing so. […]

Several skyscrapers on Wall Street, representing the concept of private equity and Fund of Funds

Private Equity Fund of Funds: 2020 and Beyond

January 23, 2020
/ Investing
/ By David M. Freedman

Tags: PE,

A private equity fund of funds or FOF gives investors access to otherwise selective funds, but can it compete with the wider PE market in the future?

A dewy apple, representing the fruits of your labor as tangible investments, not intangible assets

Alternative Assets and the “Average” Accredited Investor Installment #12: Tangible Investments

January 7, 2020
/ Investing
/ By Jonathan Friedland

Tags: Alternative Investments,

Tangible investments, or investments in things that you can touch and physically experience, can delight both your inner child and investment portfolio.

river running over rocks, representing deal flow, private investing, and crowdfunding

Finding Your Deal Flow in Private Investing

December 23, 2019
/ Investing
/ By Heather Schwarz-Lopes

Tags: PE,

Discover the three ways to increase your deal flow as a private investor: personal referrals, groups and associations, and online platforms.

a hedge maze, symbolizing hedge funds, risk management, and investing in hedge funds

Alternative Assets and the “Average” Accredited Investor Installment #11: Investment in Hedge Funds

December 5, 2019
/ Investing
/ By Jonathan Friedland

Tags: Alternative Investments,

Investment in hedge funds has become available to a wider audience in recent years. Learn how a hedge fund investment works.