Investors
Subscribing to the adage, “give a man a fish and he will eat for a day, teach a man how to fish and he will eat for a lifetime,” Financial Poise offers its audience objective and plain English education about investing. If you are looking for recommendations on particular stocks or looking to make a quick buck trading, you came to the wrong place. Financial Poise teaches investors about the fundamentals of investing for the long term.
How to Pursue Your Family Purpose (And Why You Should)
How Your Family’s Mission, Vision and Values Can Make You Wealthy and Fulfilled Wealth is a means to an end – living a great life. Successful families work hard to build wealth, not for the sake of achieving some number on a balance sheet, but because they want the wealth to support their family life. As […]
Lessons on Investing like an Angel
Editor’s Note: This is an updated version of an article first published on March 6th, 2014. Around the time the JOBS Act became law in 2012, some angel groups expressed concern that equity crowdfunding would hurt them on two counts. First, there was a concern that more money would chase deals, thus inflating valuations on potential […]
CHAPTER 1: Alternative Assets and the “Average” Accredited Investor
Who Is This Series For? This series of articles is written for the average “accredited investor.” An “accredited investor” is a legal term that refers to anyone (a) whose net worth, either alone or with a spouse, exceeds $1 million (not including the positive equity in her or his primary residence); or (b) who has […]
Don’t Assume You Will Send Your Kids to College: An Investment Thesis
Is a university degree a good investment? The Economist Magazine asked this question last year and while the article concludes that statistics support the proposition that a college education generally makes good financial sense, it also concludes that, “like so much else in economics, [it] boils down to supply and demand.” In other words, a college education does not always make sense from a strictly financial perspective.
A Brief History of Venture Capital
The term “venture capital” is typically associated with high-risk, high-growth potential start-ups that may sink or soar depending on a number of external factors. Any investment in a start-up, however, can be called a venture capital investment, though a common hallmark of venture capital investors is that with their investment they obtain some level of influence over the company in which they invest.
The Strategic Value of Accelerators: How They Can Benefit the Business at any Stage
How Accelerators Can Help Your Business Grow Startups need money to, well, startup. In order to get money, fundraising is a likely path that most startups will travel. There are many different funding sources available, and the usefulness of each one varies depending on the stage of the business. Some common fundraising sources include: Founder […]
Carveout Guaranties to Non-Recourse Loans
The A to Z’s of Carveout Guaranties When utilizing a loan to acquire an investment property, there are two basic types available to the buyer: recourse and non-recourse. Regardless of the type of loan, the borrower may be asked to sign a guaranty, which can range in scope from full recourse against the borrower to […]
A Brief Overview of Investing in Life Settlements
The legality of investing in life settlements* (also referred to as a “life settlement”) traces back to a 1911 Supreme Court decision, Grigsby vs. Russell, 222 U.S. 149. In Grigsby, a life insurance company refused to pay out the death benefit proceeds on the grounds that the policy had previously been sold to a third party who had no insurable interest in the insured.
The Risk of Food Scarcity Creates a Need for Investment
Agriculture, as an investment sector, is in its infancy. Even though agriculture accounts for 3% of global economic activity, related public markets are still severely under-developed. In addition, the sector has recently been out-of-favor; so many investors are either ignoring or overlooking its longer-term potential.
Accredited Investors: Know Your Online Securities Intermediary
The market for online alternative investments has been growing at a steady pace the past few years. Issuers of private placements have realized that they have the opportunity to reach a larger number of accredited investors by using third-party internet platforms. As an investor, it is important to know what distinguishes each type of platform out there, and what to watch out for when considering an online alternative investment.
