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Reducing Expenses and Minimizing Taxes

Reducing Expenses and Minimizing Taxes

by [email protected] | Mar 23, 2021 | (Index) Personal Considerations for Alternative Investments, Investor Support

Last week, my daughter asked for advice (obviously, she’s no longer a teenager): how can I balance my budget? I told her, among other tips, to control two things – reduce your expenses and minimize your taxes. What works for my family works for others.  That’s why...
Lessons from a Pro Player Turned Entrepreneur

Lessons from a Pro Player Turned Entrepreneur

by [email protected] | Mar 21, 2021 | (Index) Evaluating Issuers, Company Analysis

Would you expect a pro football player to become the CEO of a successful cosmetics company?  We didn’t.  But, then, we listened to his story.  And it made sense. This is an interview by Bruce Smith, Carofin’s Vice President of Investor Development, with Chris...
Direct Private Investments: Why Invest in Them?

Direct Private Investments: Why Invest in Them?

by [email protected] | Feb 22, 2021 | (Index) Securities Explained, Securities Explained

Investing directly in private companies can give you more control over your investments, help small businesses across the nation, and add balance to your traditional investment-heavy portfolio. And it might also provide tax benefits. Here are two things I hope you...
What do you mean by “Private Equity?”

What do you mean by “Private Equity?”

by [email protected] | Jan 11, 2021 | (Index) Securities Explained, Investor Support

Investors are increasingly drawn to alternative investments[i] to make them less vulnerable to market volatility and to achieve “absolute returns” (investment returns more directly tied to the underlying company’s financial performance). Within alternative...
First Principles (#2):  What Opportunity is being pursued?

First Principles (#2): What Opportunity is being pursued?

by [email protected] | Dec 17, 2020 | (Index) Personal Considerations for Alternative Investments, Investor Support

Consistency is critical in our business. When it comes to investment analysis, this “First Principle” – “What primary business opportunity is the issuer pursuing?” – is the first question successful investors apply in their consistent approach to company analyses....
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PRIVATE PLACEMENTS ARE HIGH RISK AND ILLIQUID INVESTMENTS. AS WITH OTHER INVESTMENTS, YOU CAN LOSE SOME OR ALL OF YOUR INVESTMENT.

Securities offered through Carofin, LLC. Carofin, LLC and Carolina Financial Securities, LLC are affiliated Broker-Dealers, Members of FINRA/SIPC, and subsidiaries of Carolina Financial Group, LLC. For more information on the services we offer and details associated with such services, please see our Customer Relationship Summary.

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