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 […]
Is this the End of Marketplace Lending?
Is this the end of Marketplace Lending or the rebirth of true Peer-to-Peer investing?
LendIt – Once Again Helping Predict the Future of P2P and Online Lending
1996 was great year. Hootie & the Blowfish were packing stadiums. Cellphones were just starting to get a little bit smaller than that monstrosity famously used by Michael Douglas in the 1987 classic film, “Wall Street”. Starbucks opened its first store outside of North America, gracing Asia with custom lattes. The infrastructure to support this […]