Blog
What is syndication (fractional ownership) in real estate?
For many, real estate can be a compelling, profitable investment. Unlike owning stocks or bonds, real estate is tangible. You can reach out and touch it. While a building’s value may fluctuate with the market to some extent, it’s still a physical... Read More
Pre-IPOs Versus IPOs: What You Need To Know
The savvy investor makes sure to understand all the tools at their disposal. However, once you get outside the standard stocks and bonds, financial instruments tend to get more complicated. It’s important to understand how they work, as well as the... Read More
What Are Hedge Funds and Why Should You Consider Investing In Them?
When most people think of their investing options, they think “stocks” and “bonds”. This is largely due to accessibility. Stocks and bonds are readily available for retail investors, have clear risk profiles, and do not require a large, upfront... Read More
How Big Is The 2020 Stock Market Crash? Let’s Find Out
On February 12th, 2020, the stock market reached all-time highs. The Dow Jones Industrial (DJI) sat at a lofty 29,551.42 by market close. Analysts were convinced we were about to break 30,000 for the first time in history, extending the already-historic... Read More
Why You Should Consider Real Estate as an Alternative Investment
Yale’s endowment earned an average annual return of 11.8% from 1998–2018, outpacing the average return of university endowments during that period by 5%. What’s the secret to Yale’s success? As Chief Investment Officer of the Yale Endowment David... Read More
How to Manage Risks in Your Portfolio During A Recession
The chance of a US recession in 2020 was about 20% when the year started. According to Bloomberg, that chance has increased to 100% since the coronavirus outbreak began rocking world markets. Furthermore, Morgan Stanley and Goldman Sachs believe we’re... Read More
5 Do’s And Don’ts To Consider During A Bear Market
Market corrections can be nerve-wrecking. The recent nosedive in stock indices makes investors feel as though they’re losing too much too fast. And because it’s not easy to predict when the pain will end, nervous investors will try to cut their losses... Read More
Role Models: Elon Musk
By: Russ Zalatimo Role Models: Elon Musk Role Models is a series dedicated to those individuals who are pushing their passions forward in the world of business and beyond. From well-known figures to everyday success stories, we will highlight... Read More
Role Models: David F. Swensen
By: Russ Zalatimo Role Models: David F. Swensen Role Models is a series dedicated to those individuals who are pushing their passions forward in the world of business and beyond. From well-known figures to everyday success stories, we will highlight... Read More
Beyond Stocks, Bonds, and Cash: An Introduction To Alternative Investments
Beyond Stocks, Bonds, and Cash: An Introduction To Alternative Investments By Russ Zalatimo Traditionally, when we think about investing, we think about stocks and bonds. However, there is a different way to invest. An alternative, if you... Read More
Can A 1031 Tax Exchange Save You Money?
For many, tax season has come and gone, yet if you’re a business owner or investor you may have extended your filing and/or information reporting to later in the year. The process for reporting any type of income (especially capital gains) can be daunting,... Read More