Financial Poise

Articles tagged: Accredited Investors

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 […]

Read More
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 […]

Read More
Woman reads a book lakeside, hunting for an accredited investor definition

Are You Smarter Than a High School Dropout? Revising the Accredited Investor Definition

The SEC is considering wider access to private offerings. Does net worth equate to financial literacy, or should the accredited investor definition change?

Read More
A swim race, symbolizing how average investor returns lag the S&P500

Don’t Get Emotional: The Reason for a Sluggish Average Investor Return

Why does the average investor return lag the S&P 500? Overconfident investor behavior and poor financial advising have led mutual fund investors down a bad path.

Read More
Private Property sign, symbolizing the exclusive aura around PE investments

Alternative Assets and the “Average” Accredited Investor Installment #10: Private Equity, aka PE Investments

Private equity investments, aka PE investments sound like an exclusive club. But many people are elibigle for this potentially lucrative investment vehicle.

Read More
fundless sponsors

Fundless Sponsors Appeal to Individual Investors — Fewer Fees, More Specificity

No up-front fees and more details about investments are two differences between fundless sponsors and more traditionally structured private equity funds.

Read More
Manage Venture Investors

Alternative Assets and the “Average” Accredited Investor Installment #9: Venture Capital Investing

Whether you are a lone wolf angel, part of an angel group, or investing in a VC fund, the threshold question is: is investing in venture capital for you?

Read More
Distressed Debt Investing

An Alternative Exit Strategy for Distressed Business Owners

What happens when a family business with debt and no exit strategy faces a crisis? Read about their alternative solution: a distressed debt investor.

Read More
Alternative investments

Alternative Assets and the “Average” Accredited Investor Installment #3

Overview of the Jumpstart Our Business Startups Act of 2012 If you are not a Wall Street or Silicon Valley attorney, fund manager, CEO, or entrepreneur, you probably don’t really […]

Read More
alternative investments

Alternative Assets and the “Average” Accredited Investor Installment #2

Meet Bob, Michele, David, and Isabella Meet Bob (and  Michele, David, and Isabella) Bob lives in Middle America, where he owns a nice house in a middle-class neighborhood and drives […]

Read More
>