


Seven Questions for Evaluating a Private Company
After evaluating thousands of unique private companies and alternative investments over the past 20 years, we have created this list of fundamental investment considerations for our use, and we are happy to make it available to you. If you want to dive further into...
Articles of Innovation: Sustainability 101
By Gillie Roberts | Ware Don’t let the bureaucrats fool you: It is less about what a business is doing and more about how they’re doing it. For such a long word, “sustainable” seems to have found its way onto websites and advertisements by everyone from the service...
Taking your retirement by the reins: What is a Self-Directed IRA?
By James Jones | CEO of IRAeXchange.net I’ve spent a lot of time in and around IRAs and Self-Directed IRA or “SDIRA,” writing books, speeches, and, generally, educating folks on the topic. Inevitably, when people get a chance to engage with me after a panel...