Financial Poise

Investing

Thirteen Guidebooks for Building and Holding Wealth

Read These Books to Get Smart About Personal Finance and Investing

Thirteen Guidebooks for Building and Holding Wealth Hiring a professional to manage your investments is not akin to hiring a plumber, car mechanic, or even attorney. To hire any of these three professionals it is neither necessary nor likely that to first teach yourself about plumbing, car engines, or the law. Personal Finance & Investing, […]

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Raw Land Investment

The 8 Essential Questions About Raw Land Investments

Investing in raw land is an exciting prospect, with important considerations If you’re in the market for a solid, long-term investment, raw land – undeveloped land that has not yet been improved or built upon – may be worth a look. Although raw land investments do come with potential risks and drawbacks, the benefits can […]

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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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Iceland Investment Opportunities

3 Overseas Markets (That Still Are) Terrific Investing Opportunities

A Fresh Look at Iceland, Botswana and Chile [Editor’s Note: An earlier version of this article was first published June 9, 2015. This version has been updated with current statistics. The article’s author, Mike Brady continues to endorse these three countries as investment opportunities.] Overseas markets are loaded with opportunity, but for many investors, skepticism […]

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Alternative investments

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

Overview of the Jumpstart Our Business Startups Act of 2012 Editor’s Note:  This is the third installment in a series of articles dedicated to the 95% of people in the U.S. who have never invested in a startup, a venture capital fund, a private equity fund, or a hedge fund even though they are permitted […]

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alternative investments

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

Meet Bob, Michele, David, and Isabella Editor’s Note:  this is the second installment in a series of articles dedicated to the 95% of people in the U.S. who have never invested in a startup, a venture capital fund, a private equity fund, or a hedge fund even though they are permitted to do so and […]

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Lessons on Investing like an Angel

Editor’s Note: This is an updated version of an article first published on March 6th, 2014. Around the time the JOBS Act became law in 2012, some angel groups expressed concern that equity crowdfunding would hurt them on two counts. First, there was a concern that more money would chase deals, thus inflating valuations on potential […]

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alternative assets

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

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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strategic value of accelerators

The Strategic Value of Accelerators: How They Can Benefit the Business at any Stage

How Accelerators Can Help Your Business Grow Startups need money to, well, startup. In order to get money, fundraising is a likely path that most startups will travel. There are many different funding sources available, and the usefulness of each one varies depending on the stage of the business. Some common fundraising sources include: Founder […]

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investing in life settlements

A Brief Overview of Investing in Life Settlements

The legality of investing in life settlements* (also referred to as a “life settlement”) traces back to a 1911 Supreme Court decision, Grigsby vs. Russell, 222 U.S. 149. In Grigsby, a life insurance company refused to pay out the death benefit proceeds on the grounds that the policy had previously been sold to a third party who had no insurable interest in the insured.

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