Financial Poise

Alternative Assets

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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Holding money, representing the concept of carried interest

90 Second Lesson – Fees and Carried Interest: Private Equity Sponsor Compensation

The distribution waterfall for private equity funds is generous to fund sponsors: after fees and carried interest, private equity compensation is over 20%.

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hand holds plant, a metaphor for investing in private equity for growth.

Invest Tax-Advantaged Retirement Funds in Private Equity for Growth

Many people don’t know they can invest tax-advantaged retirement funds into private equity for growth. The strategy isn’t for everyone. Is it for you?

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Party in a swank office building, like those you'll find private equity fund managers populating.

90 Second Lesson – Private Equity Sponsor v. Private Equity Fund

How is private equity structured? The PE industry includes private equity sponsors and financial sponsors who manage private equity funds. 

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Similar but not identical row houses, representinglike-kind exchanges, a real estate swap mechanisms

The Economic Consequences of 1031 Exchanges: 5 Myths Debunked

1031 exchanges are not cop-outs for the wealthy. Like-kind exchanges actually stimulate the economy. Here are 4 myths about 1031 exchanges, debunked.

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Hedge fund investor considering their investment options

The Potential of Hedge Fund Returns: Evaluating Risk and Reward

Hedge fund returns can be big even in a bad market, but they are often risky, alternative investments. Do the benefits of hedge funds justify the risk?

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Food like carrots and beets are examples of tangible assets

Surviving the Apocalypse with Alternative Assets

When the apocalypse hits, assets like gold won’t help you survive. Why should you invest in tangible assets such as farmland and water instead? 

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