…in their portfolios. There are four pillars within private markets that serve a purpose in a well- diversified portfolio: private equity, private credit, private real estate and private infrastructure. There…
…FAKE. Had to sneak a Game of Thrones reference in here somehow. REAL. FAKE. FAKE. By far the most important, yet boring of the 25 headlines. Anti-clickbait. Sources: https://www.marketwatch.com/video/nouriel-roubini-invest-in-cash/86D82465-9DB9-4A13-93A1-96CD74F5B8CC.html https://www.cnbc.com/2018/08/27/millionaire-crypto-kid-says-bitcoin-is-just-getting-started.html…
…acquiring company purchases 100% of the other company, the acquired business becomes wholly owned by the acquiring company. In our current marketplace, private equity and synergistic buyers are also active…
…your heart. But that’s OK. The journey changes you; it should change you… You take something with you. Hopefully, you leave something good behind.” Footnotes: https://www.amazon.com/Mistakes-Every-Investor-Makes-Avoid/dp/1118929004 https://www.fool.com/retirement/2017/06/04/americans-care-more-about-vacations-than-retiremen.aspx https://creativeplanning.com/blog/begin-with-the-end-in-mind/ https://creativeplanning.com/blog/cash-is-king/ https://en.wikipedia.org/wiki/Hyperloop…
…identified through tips, with 52% of those tips coming from employees, 21% coming from customers and 11% coming from vendors. In contrast, 14% of fraud was identified during an internal…
…Shiller, S&P Dow Jones Indices, Federal Reserve, author’s calculations Annualized Inflation Rate, http://www.moneychimp.com/articles/econ/inflation_calculator.htm, 01/01/1971-12/31/2021 Compound Annual Growth Rate with dividends = 8.31%, without dividends = 5.16%. http://www.moneychimp.com/features/market_cagr.htm, 01/01/1971-12/31/2020, adjusted for…
…Cap Index -21.5% • International Index -20.0% Big Tech, which carried the market in recent years, came back to earth in dramatic fashion. • Amazon -51.00% • Meta (Facebook) -66.00%…
…and accounts. Without knowing your passwords, your family won’t have access to information stored on your phone, computer, cloud storage, etc. Encryption – Data encryption adds yet another layer of…
…public equity, that’s people oftentimes think about private markets, right? The acquiring of companies, trying to make them more profitable, selling them again, but that’s just a component of private…
When’s the last time you focused on your financial wellness? Most everyone has a basic understanding of their financial situation, but when it comes to bettering it, the steps can…
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