Financial Poise

Articles tagged: Alternative Assets

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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Real estate crowdfunding, for developments like this, can be an investment opportunity for baby boomers

Keeping It Real: A Baby Boomer’s Guide to Real Estate Crowdfunding

Baby Boomers are looking for alternative sources of income as they retire, and real estate crowdfunding provides an opportunity to passively invest.

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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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Estates like these require smart, informal estate planning via non-probate property

Informal Estate Planning: Non-Probate Property

Did you include planning for non-probate property in your informal estate planning? Learn why this is an essential step in setting your affairs in order.

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A hand reaches into the sea, as if optimistic about the future of a private equity investor

Are Investors Still Happy with Private Equity Performance?

Private equity investors say expectations were met throughout the last decade. Going into 2020, is private equity performance still meeting forecasts?

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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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An RIA/Registered Investment Advisor talks with a client about their fear of private equity investments

Why Your RIA Fears Private Equity Investments

RIAs Lack in Alternative Investment Offerings for Their Clients Registered investment advisors (RIAs) have never been the preferred vehicle for finding alternative investment opportunities, especially private equity. Large private equity funds are not easy to access, nor is private equity always easy to understand.  But clients are becoming curious.  In a 2019 RIA Sentiment Survey […]

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The exterior of a luxury home, representing the challenges of buying real estate as an investment

The Risks, Rewards and Challenges of Buying Real Estate

Investing in Real Estate for Beginners Property values are rising in smaller cities, renting remains popular in first-tier cities, and many Millennials are entering the housing market for the first time. There are plenty of opportunities for buying investment real estate, whether you’re looking to rent a property out yourself or make passive investments through […]

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Several skyscrapers on Wall Street, representing the concept of private equity and Fund of Funds

Private Equity Fund of Funds: 2020 and Beyond

A private equity fund of funds or FOF gives investors access to otherwise selective funds, but can it compete with the wider PE market in the future?

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Website collage, symbolizing investment strategy of website flipping

Is Website Flipping a Worthy Investment?

Website flipping is investing in an existing website, improving it to increase value and selling it for a profit. Should you invest in virtual real estate?

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