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Risk & Assurance

avoiding data breach incident

How Threat-Savvy Companies Can Defend Against Data Breaches

Incidents are Perpetually, Dramatically On the Rise Data breaches are happening at an alarming pace and, just as disturbing for those trying to head them off, there is no common denominator cause. Fortunately, adopting a best-practices approach can help your company gain a competitive advantage in protecting all the data you house and use: your […]


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; […]


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 […]


The Most Popular Hobby in the World: A Look at Collecting Rare Stamps

Wealthy Still Investing In Stamps Amid Overall Slide in Value

Billionaire Philatelists Chase Trophy Specimens There’s been a dramatic divergence of fates in the world of stamp collecting when it comes to investment values. Billionaires still trophy hunt ultra-rare specimens, but most stamps have seen their values collapse due to dwindling demand. Is Investing In Stamps Now Just for the Wealthy? At the rarified end of […]


BREXIT – The BAM ALLIANCE Reacts

The BAM ALLIANCE , a group of more than 140 independent wealth management firms throughout the United States, Friday reacted to Britain’s historic vote to leave the European Union, and what it may mean to you. Here is the organization’s full statement.


The Rise (and Possible Fall) of Tech 2.0

If this year’s first-quarter numbers are any indication of things to come, the tech industry is looking at a major slowing of VC (venture capital) investing in new startups.  This trend started near the end of 2015, after investors began discovering that many of those tech startups were being overvalued. In an article published in […]


SAFE Discounts Should Be 50% At Least

The SAFE is like a warrant entitling investors to shares in the company, typically preferred stock, if and when there is a future liquidity event, i.e., if and when the company next raises “priced” equity capital, or is acquired, or files an IPO. Like convertible debt, SAFE deal terms can include valuation caps and share-price discounts, to give early (CF) investors a lower price per share than later (VC) investors or acquirers get for the same equity.


Equity Crowdfinancing Risks & Returns

The potential rewards of angel investing are not just financial, though. There are also strategic benefits, which may include:


Fundamentals of Corporate Structures and Private Securities

Title III equity offerings are predominantly C corporation stock, limited liability company (LLC) membership units, convertible debt, and a relatively new structure called a simple agreement for future equity (SAFE). This article covers the fundamentals of each of these securities, and their advantages and drawbacks for investors.


CrowdFinance 7 Steps- #1 Calculate your crowdfinancing investment limits

The first step in the seven-step crowdfunding investment plan is to calculate the maximum amount of money that you are allowed to invest each year in Title III offerings.


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