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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....
Energy Storage: 5 Failures, 10 Lessons Learned

Energy Storage: 5 Failures, 10 Lessons Learned

by [email protected] | Dec 8, 2020 | Industry Trends

By: Chris Wedding, PhD | Iron Oak Energy Capital “You miss 100% of the shots you don’t take.” Depending on whether you are from the South or the North, you’ll think that quote was attributed to Michael Jordan or Wayne Gretzky. With two degrees and a professorship at...
Stock Markets and Safer Choices — There may be a better way

Stock Markets and Safer Choices — There may be a better way

by [email protected] | Dec 3, 2020 | Investor Support

In a recent article in The Economist, the author bemoans the fact that today’s “low interest rates leave savers with few good options.” True, but a limited analysis.  Carofin suggests savvy investors, and particularly relative newcomers to private investments, look...
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© Copyright 2024 Carofin, LLC. All Rights Reserved

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.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Craig Gilmore at 828.393.0088 x 520 and/or [email protected]

The information contained herein is for informational purposes only and is not intended for further distribution. The information does not constitute a complete description of any investment or investment performance. This webpage is in no way a solicitation nor is it an offer to sell securities nor is it advice or recommendation regarding any investment. The information is not directed to any person who is not believed to qualify under the definition of an Accredited Investor under the rules of Regulation D of the 1933 Securities and Exchange Act. No security listed on this webpage or otherwise offered through Carofin, LLC may be purchased without prior receipt of a complete Private Placement Memorandum or other official offers of sale.

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