Financial Poise

Articles tagged: Diversification

Precious Metal Investing

The 5 Do’s (and 4 Don’ts) of Precious Metals Investing

To Make a Profit, Know the Do’s and Don’ts Many people who consider themselves savvy investors have little or no direct experience with alternative investments, such as precious metals. The reasons for that are diverse and plentiful, but some of the more common are: risk aversion due to the complexity of the subject; price fluctuation; […]

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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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Real Estate Investment Portfolio Diversity

Real Estate Investment Portfolio Diversity is Sound Strategy

Experienced financial advisors point out to clients that real estate investment portfolio diversity will help reduce risk in their overall portfolio. You can achieve this in the stock market by purchasing several different stocks, or by investing in a fund that holds multiple stocks. Diversification in real estate works much the same way. Investors can […]

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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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