Due Diligence

What The Richest Are Investing In

According to two recent surveys – one by UBS of family offices worldwide (average $1.1B in investable assets) and the other by high-net-worth social network Tiger 21 of its members (average of $100M in investable assets) – the ultra-rich have recently increased their allocations to an asset they have long favored in their portfolios.   What is that asset? […]

Never Invest Privately Without a PPM

Investing in a private company is very different from investing in a public company.   Although public companies are required to disclose vital information about their company to the investing public through a prospectus, Main Street investors ignore these disclosures.   That’s because most Main Street investors aren’t interested in the minute details about the […]

Hacker-Proof Investments

2009 was the year Bitcoin launched – marking the year cryptocurrency went mainstream. Without getting into too much technical detail, cryptocurrency was based on blockchain technology that was designed to be safe, secure, and hacker-proof. ​​Since its launch cryptocurrency has been anything but safe, secure, or hacker-proof. Using multi-factor authentication blockchain technology was designed to […]

Raising Savvy Investors

Actions speak louder than words. In no other case is this more apparent than in the raising of kids. No matter what you say to your children it’s your actions that will likely have the most impact. On the subject of the impact of a parent’s actions, I came across an interesting article in The […]

Private vs. Public Real Estate Investing

Commercial real estate is a big draw for investors for two main reasons – cash flow and appreciation. When it comes to cash flow, in the public sector, income is distributed in the form of dividends with commercial real estate REITs representing the vast majority of dividend-paying stocks. In the private sector where the majority of private […]

Investing for Comfort in Comfort

The Covid-19 pandemic has made people uncomfortable in more ways than one: ​​The discomfort of home confinement. ​The discomfort of wearing masks in public. T​he discomfort of financial uncertainty. The financial uncertainty is what I would like to touch upon. Financial disasters tend to wreak havoc on people’s comfort levels. Many lose their jobs, many watch […]