Financial Poise

Articles tagged: Alternative Assets

Read about Alternative Assets and the “Average” Accredited Investor.

a hedge maze, symbolizing hedge funds

Accredited Investor Installment 11: Investment in Hedge Funds

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

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wine grapes ripe for harvest and for wine investment

Assets in the Red (and White): Can Investing in Wine and Wine Funds Add Stability to Your Portfolio?

Investing in wine has historically offered greater annual returns than both stocks and bonds. Learn about wine funds or how to make a DIY wine investment. 

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A mountainous horizon, symbolizing the obstacles of a venture capital term sheet

The Term Sheet: An Overview of Investor Rights and Controls in VC Investments

The provisions of a venture capital deal, known as a term sheet, include liquidation rights, management participation and exit rights.

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farmland, representing the investment value of physical, tangible assets

An Investor’s Guide to Productive Assets, Physical Assets and other Tangible Asset Types

Why Buy Farmland if You’re Not a Farmer? Tangible Assets Explained Individuals invest in tangible assets (called physical assets, hard assets, fixed assets and more, depending on the asset itself) because they are generally considered more stable in value than most commonly traded sovereign currencies and securities. When the world economy falters, many investors move […]

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movie clapboard, representing risky investments in Hollywood and elsewhere

Film, Fine Dining and West Side Story: a Warning on Risky Investments

Vanity Investments are All for Show “Hamilton” drove the masses to Broadway in 2016, making it seem as though Broadway shows were the next exciting investment. Through 2018, shows like “Harry Potter,” “Hello! Dolly” and “Frozen” were still bringing in record-breaking profits. The very next year, a summer purge saw early final curtains for several […]

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track and field events, symbolizing private markets

Is the Private Market Defeating the Public Market?

Regulatory changes and the burdens of public finance have led IPOs to lose value. Now, companies and investors are finding value in the private market. 

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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?

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Architecture representing real estate property

The Ups and Downs of Residential Real Estate Investments

Residential real estate is abundant and leasing terms are straight forward, but heavy maintenance may fall on the investor. Is residential property for you?

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private equity valuations

How Reliable Are Private Equity Valuations?

Public information can be scarce due to SEC reporting exemptions, making private equity valuations seem unreliable. Can upgraded guidelines fix it?

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Multi-family apartment buildings like these are eligible for inclusion as REIT investments

The REIT Income for Retirement: 6 Reasons to Invest in REITs

Retirees seek diversified retirement income sources as they continue to age. REIT income may provide the risk-adjusted returns they need.

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