Happy, without Purchasing Disability Insurance Daria and Daniel Diligent had it all figured out. Both were hard-working professionals — Daria a dentist and Daniel a pilot. Happily married and living in a beautiful home, they were raising twin girls with the peace of mind that they had planned for everything and anything. The Diligents researched […]
So far in this column, we have talked primarily about fraud committed at arms’ length by salespersons or investment advisors. These sorts of sales fraud are but two of the many flavors in the Cold Stone display of frozen, delicious deception. Today, we are going to look at a case of alleged fraud and bad […]
The Protection Racket Equifax, Experian and TransUnion don’t have your back. I’ve been trying to come up with some new business ideas. It’s really hard, though. Technology is changing so fast, you know? Well, I finally came up with a good one. I’m going to start my own security firm. I’m going to install burglar […]
That said, it is critical to understand that your due diligence requirements depend on the type of asset you are investing in. Here is a short list of investment property categories to consider; each comes with a unique set of inquiries necessary to fully understand its risks and opportunities.
A living will provides, in detail, specific medical treatments you want to be used to be kept alive under various circumstances. Your living will explains how to address your pain management and your decisions regarding organ donation.
When you select a residential property for investment, your criteria will be different than when you decide where you want to live personally. This is because investors care about cash flow and tax benefits, such as depreciation deductions that do not apply to a home.
Buying a business is not like buying other assets. Much of a business’ value is intangible, and many of its component parts are difficult to price correctly. A wise purchaser relies on the due diligence process for protection.
If you want to buy (or sell) a business, you need to know what the business is worth. Once that is calculated, you need to find out how much the owner (or prospective buyer) thinks it is worth. If you can get those two numbers to line up — itself a discovery process, and an uncertain one at that — you’re going to need a way to finance the actual transaction…
Since the JOBS Act of 2012 first went into effect, senior commercial real estate debt – offered via real estate “crowdfunding” platforms – has emerged as a popular fixed-rate investment for accredited investors.
These investments offer superior returns to Treasury bonds and other traditional fixed-rate vehicles, however, you may often notice a curious omission: There is no information about the lender.
If you want to exercise your new right to invest in innovative startups and growing small businesses, where will you start — which funding portals will you visit to find the best offerings of private securities? For many people who have little or no experience evaluating angel investment opportunities, the best place to start is a website like Stratifund.