Articles tagged: Diversification

Evaluating Deal Terms in Crowdfunding Investments Part 1: Straight Equity

Angel investing, in this case through crowdfunding platforms, involves at least one step that you don’t normally undertake when investing in public securities: evaluating deal terms. For most investors, crowdfunding […]

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Investing in Wine – Assets in the Red (and White)

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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How to Target Regulated Equity Crowdfunding Deals

All Americans, regardless of income or net worth, can invest in shares of startups and fast-growing small businesses through equity crowdfunding websites, also known as funding portals. It’s an adventurous […]

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Asset Class Performance Review for September 2022

It’s the beginning of October and the start of spooky season. So maybe it’s fitting that reviewing September’s asset class performance paints a chilling picture. To be very clear: there […]

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3 Real Estate Investment Types and Cash Flow Potential

Optimizing Returns in Core, Value-Add, and Development Real Estate When considering real estate investment types, a variety of factors influence the stability of your cash flow. Those factors also influence […]

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Inside the Mechanics of the Latest Housing Market Index Dip

Investors are clutching the pearls upon the release of the most recent Wells Fargo/NAHB Housing Index (HMI) reading of 46 today, missing the expected reading of 47. This marks its […]

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Don’t Bet Against the Stock Market (for long)

As the stock market has tumbled, those who had hoped fears of a recession were overblown have found the wind taken right out of their sails. FedEx announced late Thursday […]

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Looming Railroad Strike Could Restart Supply Chain Woes

Railroad union talks seem to have come to a breaking point, sparking fears that a strike could be initiated by the end of this week. These concerns are not new. […]

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Asset Class Performance Review for August 2022

In a world of constantly shifting markets and concerns about portfolio allocation strategies, we know it can be difficult to keep track of everything. That’s why, from now on, we’ll […]

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How the Current Economic Climate Could Spur a Different Kind of Recession

Are we entering a recession? In theory, the current climate affords those looking to start a business with opportunities. But risk tolerance and available risk capital (especially with tightening lending standards) plays a role here, too.

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