A little over five years ago, a self-directed IRA expert named Jim Jones reached out to me through LinkedIn to discuss the value proposition of the self-directed IRA – a retirement vehicle that gives individual investors greater control of their retirement capital and the freedom to invest beyond conventional asset classes and into coveted alternative […]
The Impact of Micro-Investing Technology that No One is Talking About
This decade has been a watershed epoch for financial services – one that will undoubtedly be memorialized as the period of when securities regulations finally began catching up to technological achievement. Hundreds of years from now, when economic historians look back on the contributions of FinTech, I believe that they will pinpoint innovations in micro-investing […]
Can Micro-Investing Technology Reverse America’s Harrowing Wealth Gap?
Developed in 1952 by Harry Markowitz, the Modern Portfolio Theory (MPT) is premised on the notion that portfolio returns can be maximized by spreading risk across many different investments. With an estimated $7 trillion in institutional assets currently invested in accordance with the methodologies of MPT, it continues to be one of the most important […]
Profiting from the Unintended Consequences of Brexit
Brexit will have monumental implications on global finance. One of the unintended consequences will be a boost for Crowdfinance, P2P investing and Locavesting. This article highlights where the money will be made in a post-Brexit world.
To The Stoics
On December 10, 1914 Thomas Edison lost much of his life’s work when a chemical explosion burnt his factory to the ground. He was 67 years old. He didn’t panic. He didn’t place blame. He didn’t stop inventing. He didn’t fold his business. He didn’t even layoff one employee. Without despair or hesitation, he simply […]