Financial Poise

Diversification

Private Property sign, symbolizing the exclusive aura around PE investments

Accredited Investor Installment 10: Private Equity, aka PE Investments

Private equity investments, aka PE investments sound like an exclusive club. But many people are elibigle for this potentially lucrative investment vehicle.

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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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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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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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real estate investing

3 Real Estate Investment Types and Cash Flow Potential

Optimizing Returns in Core, Value-Add and Development Real Estate When investing in real estate, there are a variety of factors that can influence the stability of your cash flow, as well as your upside potential and overall projected return.  One such factor is the amount of property improvements necessary in the early stages of your […]

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exchange traded funds

Size Should Not Matter: Exchange Traded Funds Selections

Given the wealth of options, investing decisions can be overwhelming. Narrow the field with your exchange traded funds (ETF) selections and keep it simple.

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Investing in Hollywood

Ready, Set, Action: Investing in Film Under a Smarter Lens

Investing in Hollywood diversifies a portfolio for investors who deem it “worth the risk,” with the potential for venture capital-style returns.

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DarcMatter CEO Sang Lee

Catching Up With: DarcMatter CEO Sang H. Lee

We recently got to know DarcMatter – a fully transactional platform that offers transparent, institutional-level access to alternative investment opportunities, and the company’s CEO, Sang Lee. Investors can source private investment opportunities in hedge funds, private equity, venture capital, and structured debt opportunities. By using technology and designed feeder funds, DarcMatter can provide a frictionless process for both investors and private issuers while remaining fully compliant with all financial regulations.

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When Stocks Decline, Alternative Investments May Help (Part 2)

Diversification is Almost Always a Winning Strategy As noted in “When Stocks Decline, Alternative Investments May Help (Part 1),” the impact of asset allocation on volatility and returns has been widely debated, but a landmark study from the CFA Institute found that between 1974 and 1983, diversifying among a variety of asset classes – and […]

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