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.
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.
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.
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.
Striking a Balance in the Relationship Between GPs and LPs The relationship between GPs and LPs- that is, between a “General Partner” and “Limited Partners” in the multi-trillion private equity industry is a complex symbiosis. General Partners (GPs) are the investment professionals that sponsor and manage private investment funds. They require capital to invest but […]
Is One a Better Investment Than the Other? Some of my investors have recently expressed concern about owning single-tenant properties. They cite the all-or-nothing risks of occupancy and renewal as the primary objections to these types of investments. These are valid concerns. However, investing in a multitenant property also involves a degree of risk, as […]
Editor’s Note: This is an updated version of a similar article published on February 3, 2016. This article updates, amends and supersedes that earlier article. Nobody Said It Was Easy (Selecting a Private Equity Manager) Selecting a private equity manager with whom to invest is crucial to achieving top-tier performance in an industry where the […]
Like Life Itself, Your Wealth is Entropic The hard truth about life is that the moment we are born a process begins that leads to our death. While some days are better than others, our cells and our bodies are on a constant path of growth and decline that leads inevitably to, well, you know […]
Let’s Talk Litigation Funding A July 30, 2018, legal ethics opinion from the New York City Bar Association (“NYCBA”) raises concerns about a common structure used for funding of litigation. In particular, the NYCBA Professional Ethics Committee concludes: “Under Rule 5.4(a) [of the New York Rules of Professional Conduct], a lawyer may not enter into […]
For the Threat of Cybercrime, Get a Cyber Liability Policy If cybercrime were a nation state, it would be the world’s 13th-largest by GDP, just ahead of Australia. The threat of cybercrime can take many forms – from hijacking sensitive robotics to holding consumer data at ransom – and the impact to your operation (and […]
Preserve Wealth by Recognizing Tipping Points Families that have worked extremely hard to build wealth find it even more difficult to preserve that wealth over time. Often, the concern is that a wealthy family could go from shirtsleeves to shirtless in three generations. The first generation creates the wealth. The second generation consumes the wealth and the third […]