Financial Poise

Articles tagged: Accredited Investors

Conservative investor allocating assets

Laws of Attraction: Can a Conservative Investor Love Venture Capital too?

You can be a conservative investor and dabble in venture capital, despite its risks—it’s all about diversification and doing your homework.

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smart watch, used in an analogy about the first mover disadvantage

The First Mover Disadvantage: Why the Early Bird Doesn’t Always Catch the Worm

Pebble was once a promising leader in smartwatches until Apple entered the market. Pebble teaches early investors a lesson in the first mover disadvantage. 

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serious-faced lady talking on a smartphone, representing crowdfunding due diligence

Portals & Broker-Dealers: Comparing Types of Investment Intermediaries in Crowdfunding

Two investment intermediaries in equity crowdfunding, portals and broker-dealers, require different levels of due diligence. Which is right for you?

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a water droplet splashes down, symbolizing liquid assets and alluding to illiquid assets

Accredited Investor Installment #13: Closing Thoughts

Liquid assets like stocks are not safer than alternative assets, like private equity, just because they are publicly traded. Liquidity and risk are not the same.

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sand slipst hrough a brown hourglass, representing the need for private placement life insurance

In Wake of Tax Reform, Private Placement Life Insurance Has a Rising Role

Trump’s tax reforms eased tax rates on America’s wealthiest, which means opportunities in the private placement life insurance marketplace.

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A woman sits at her computer, pondering venture capital investments and returns

Beginner’s Guide to Venture Capital Investment and Returns

Non-investors often confuse venture capital investment with private equity, but there is a difference. Learn about VC, from access to returns.

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Cranes fly over a sunset, representing the desire for Limited Partners to find an exit strategy before General Partners are ready to sell up in private equity

The Delayed Private Equity Exit Strategy – What’s a Limited Partner to Do?

Private equity firms are focusing less on exit strategy and more on creating value to satisfy their LPs. Today’s investment horizon is longer than ever.

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

Revising the Accredited Investor Standard

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

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An open wooden door, representing opportunities for accredited investors in private equity

Heeding the Unicorn’s Call: How to Invest in Private Companies as Public Stocks Shrink

How Does the Average Investor Invest in Private Equity? Historically, private market investments have typically outperformed investments in public stocks. In addition, while private equity has grown from a $30 billion asset class in 1995 to more than $4 trillion today, the number of publicly held companies has dropped nearly 50% since 1996, according to […]

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blue skies at the seashore, representing blue sky laws and blue sky regulations

Blue Sky Laws: A Primer for Accredited Investors

An Introduction to “Blue Sky” Regulations Blue Sky Laws – state securities laws – have been a part of the American legal landscape since the early days of the Twentieth Century. Kansas is credited with adopting the first Blue Sky Law in 1911. By providing for registration and administrative review of securities offerings, and requirements […]

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