What’s next? It’s time to RECALCULATE, or “do the math.” In my experience, there are usually two things that happen after I help new clients recalculate. First, I see them start to breathe again, after they’d been holding their breath for so long, hoping their financial choices were correct. Second, I find many people have been taking on more risk than they need to.
Archive for the ‘Alternative Investing’ Category
Five R’s to Financial Renewal: Part III
Posted in Alternative Investing, Family Wealth, Financial Literacy, Fixed Income, Investment Strategy, Markets, Wealth Management on August 17, 2009 | Leave a Comment »
Private Placements Speculation vs Investing
Posted in Alternative Investing, Diversification, Federal Government, Investment Policy Statement, Investment Strategy, Private Placements, Retirement, SEC, Venture Capital on May 15, 2009 | Leave a Comment »
I have a love-hate relationship with private placements. As a capitalist, I know private placements provide much-needed capital for start-up ventures, and this is a good thing. As a fiduciary, I have trepidation due to the very nature of the investment.
