Financial Poise

Articles tagged: Diversification

Wealth Management Trends

AMG Funds Survey Finds Investors Confident in Economy

New Survey Explores Investment Preferences and Generational Differences Nearly two thirds of wealthy investors now feel optimistic about the economy, according to a new survey from AMG Funds. Titled “Wealth Management Trends in America,” the survey polled 1,000 individual investors with investable assets of more than $250,000, and found that among that group, 60% feel […]

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Alternative investments

Alternative Assets and the “Average” Accredited Investor Installment #3

Overview of the Jumpstart Our Business Startups Act of 2012 If you are not a Wall Street or Silicon Valley attorney, fund manager, CEO, or entrepreneur, you probably don’t really understand what the Jumpstart Our Business Startups Act of 2012 (the “JOBS Act”) is. If you take the time to read it, this installment will […]

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alternative investments

Alternative Assets and the “Average” Accredited Investor Installment #2

Meet Bob, Michele, David, and Isabella Meet Bob (and  Michele, David, and Isabella) Bob lives in Middle America, where he owns a nice house in a middle-class neighborhood and drives a practical car, which he bought, used, several years ago. Bob isn’t fancy, however. In fact, if you asked him, Bob would tell you that […]

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alternative assets

Alternative Assets and the “Average” Accredited Investor Installment #1

Who Is This Series For? This series of articles is written for the average “accredited investor.” An “accredited investor” is a legal term that refers to anyone (a) whose net worth, either alone or with a spouse, exceeds $1 million (not including the positive equity in her or his primary residence); or (b) who has […]

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More Venting About the ‘Democratizing’ of Investing

More Venting About the ‘Democratizing’ of Investing

I believe, in fact, that someone heavily invested in the public equity markets (whether directly through stocks or through stock mutual funds) and other widely traded or held asset classes may be irresponsible for not investing in startups. This is because the concept of diversification is commonly misunderstood to mean that as long as you invest in a broad array of stocks you will be well diversified.

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Investing in Farmland

Investing in Farmland

U.S. farm real estate retained its value over the decade 2000 to 2010, despite the housing market’s tumble [see charts below]. In fact, the average value of land and buildings on farms has steadily increased since the late 1980s, with the sole exception of 2009.

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