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 […]
Groundbreaking New White Paper Illustrating the Magnitude of Tax-deferred Micro Alternative Investing
Financial innovation and legislation are intersecting once again, about to leave an indelible mark on America’s economy. This time, as the modern SDIRA makes tax-deferred micro alternative investing possible, the stars are aligning for retail investors.
How FinTech Can Halt America’s Retirement Crisis
This article was originally published on The Alpha Pages – Real talk on alternative investments, business & finance. 2016 has been off to a tumultuous and unnerving start – well at least for those whose retirement portfolios are at the mercy of public equity and debt markets. The “Happy New Year season” has barely ended and already […]
The 2016 Predictions of a Self-Proclaimed Crowdfinance Semi-Clairvoyant
Another December is upon us, and once again it is time to dust off that flux capacitor, steal some plutonium and see what the future holds. Since I was 4 for 4 in my 2014 predictions, last year I proclaimed myself a “Crowdfinance Clairvoyant”. Although I didn’t score as well this year, don’t revoke my […]
The Road to Crowd-Centric Retail Alternatives and the Future of Financial Products
The evolution of financial products through innovations in brokerage services, advisory tools, investment products, retirement plans, financial technology as well as shifts in both the political as well as economic climate