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Personal Finance & Investment

Investing in Gold

3 Tangible Asset Investments to Delight Your Inner Child

Add Fun to Your Portfolio with These Physical Assets As children, many of us may have dreamed about collecting comic books, baseball cards, jewelry or art. For many, those dreams have not yet come true, but it is never too late to start collecting. With the right portfolio, these collections can become valuable tangible assets […]


divorce is a process

The 4 Stages of the Divorce Process

Surviving the Divorce Process, Step by Step Divorce really starts when you make the decision to get one. Typically, this represents the culmination of a long period of problem solving, or the recognition that you are faced with an unsolvable problem. Or, perhaps, this decision has been handed to you, and you have no choice […]


Investment Lessons from Poker

Going All-In: Investment Lessons from the Poker Table

A Good Decision Can Bring A Bad Outcome Investors can learn a lot from expert poker player Annie Duke’s book, “Thinking in Bets.” In it, she explains that one of the more common mistakes made by amateurs is the tendency to equate the quality of a decision with the quality of its outcome. Poker players […]


best states to retire

The Top 5 Best States to Retire To (and How to Retire There Soon)

What to Consider Before Making Your Retirement Move The best advice for retirement is simple: plan early. You may have enrolled in a 401k and saved money, but knowing how to retire is more than that. Whether you want to retire to the mountains or the beach, there are many factors to consider that will […]


Catching up with Jim Dowd, Founder of the North Capital Companies

The North Capital companies consist of a registered investment advisor (RIA), a registered broker-dealer, and a financial technology company that has developed innovative, proprietary platforms focused on transforming the accessibility, transparency, and cost structure of advisory services and private markets through the use of technology. Jim Dowd, Founder and Managing Director of the North Capital companies, has 30 years of industry experience in global financial services. Jim is leading the charge in pioneering the democratization of venture capital through offerings such as what it describes as the first online crowdfunding marketplace syndicating broker-vetted private offerings.


Calling the Shots: Self-Directed IRAs Span Every Asset Class

IRAs Defined An Individual retirement account (IRA) is just that – an account where an individual, without the assistance of an employer (like a 401k requires), invests money that will grow over time. The purpose of this exercise is to provide a nest egg for retirement. An IRA can be invested in a variety of […]


Co-Investment SPVs: Access or Excess?

Avoid These Common Mistakes in Venture Capital The modern venture capital fund structure dates back to the 1960’s – but change is coming fast and furious! This article can help you make money in venture by conveying an insider’s tips and tricks into how to build a better venture portfolio, while avoiding common mistakes that […]


Long-Term Care

Long-Term Care Insurance: What People of All Ages Need to Know

Long-Term Care Insurance Protects You and Your Assets The biggest threat to one’s nest egg or the assets that he wishes to leave his loved ones is not necessarily a recession or tumbling stock market, but rather the debilitating march of time that could cause them to face the kind of chronic illness or disability […]


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, […]


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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