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 […]
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 […]
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 […]
Is this the end of Marketplace Lending or the rebirth of true Peer-to-Peer 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.