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Articles tagged: Alternative Assets
6 Reasons Private Equity Makes a Great IRA Investment Option
A private equity IRA investment has its benefits, from tax advantages to increased diversification. Learn more about this IRA investment option. Read More
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. Read More
5 Questions Investors Should Ask Before Making a Private Equity Investment
A private equity investment is a major risk for individual investors. Follow this due diligence checklist to evaluate opportunities before you invest. Read More
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. Read More
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. Read More
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. Read More
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. Read More
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? Read More
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 […] Read More
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 […] Read More