Library
INVESTOR SUPPORT
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 More >
Stock Markets and Safer Choices — There may be a better way
In a recent article in The Economist, the author bemoans the fact that today’s “low interest rates leave savers with More >
Wealthy in the Hamptons Set Their Sights on Private Investments
In a recent article in Bloomberg, Simone Foxman discusses the rising trend among the centimillionaires investing directly in private enterprises and away from managed More >
INDUSTRY TRENDS
Navigating Investment Options in Renewable Energy
By: Chris Clement, PhD A previous version of this article was published in the November 2017 issue of Real Assets Adviser. More >
Why Pay Attention to Blue Gem Coal?
Okay, I know. Most people think of “dirty” coal or the Coal Miner’s Daughter. Understandably so, if those types of More >
Planning our Future
At this point, we’re probably each wondering what the world will look like when this crisis ends and whether we’ll More >
COMPANY ANALYSIS
What is a Balance Sheet?
Accounting 101 – Not your best subject. But, if you intend to invest in a private company, spend a few More >
New Product + Market Disruption = One Tough Investment Decision
(watch the 3-minute video related to this article) If what you are investing in “rocks the world,” be prepared for More >
Provide a Solution (1st principles of investing)
To provide value (and generate income as an individual or a business), you need to solve a problem for someone. It’s More >
SECURITIES EXPLAINED
Debt & Equity Investment Overview
When we talk about private securities, they can be split into two basic categories: Debt & Equity. While there are More >
What Securities Laws and Regulations Govern Private Placements?
The Federal government, and its regulatory agencies, are hard at work protecting investors. Here’s a handy précis of the rules More >
Debt Investment Overview
The information below provides an overview of debt-related investment, in particular Private Placement Offerings. Debt financing is raised by companies More >
