While I can’t recall the exact date, I can remember the very spot where I was standing when, in early 2015, I received a call from my good friend and crowdfund pioneer, Sally Outlaw. I assumed that she was calling to discuss the latest State to promulgate crowdfunding legislation or perhaps to bounce off a […]
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 […]
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.