Best Practices

Real Estate Syndication Services: Why is the eVest Marketplace Important?

The labor market is experiencing a boost from the new businesses that are being created due to the rise in the number of workers exiting their current employment for better paying positions. The pre-pandemic period from February 2020 has affected the Industrial Average to 18% on average. This indicated a shift in the economic recovery …

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The Wonderful World of Alternative Investing

Investors are now looking for opportunities to achieve their goals by expanding their portfolios while cushioning themselves against the market uncertainties after a shaky traditional market for stocks and bonds in 2020. Having access to alternative investments makes this possible. However, there are some risks involved. Thus, the need to be acquainted with the various …

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Can You Believe We Used To Pay $20,000 For A PPM?

PPM Cottage Industry Blows up Private Placement Memorandums (PPM’s) are legal disclosure documents that are used by small business start-ups and entrepreneurs to raise money through private securities transactions. They are presented to prospective investors during the sale of stock or security in a business. Naturally, private Sponsors would like to pump up their growth …

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Accredited Investor: Accreditation 101

In the financial world, an accredited investor is a person or a business corporation with a special status under the financial regulation laws. These kinds of investors range from high income individuals, financial institutions, banks to large corporations that have access to high-risk investment portfolio like trust funds, angel investments and venture capital. The U.S …

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REGULATION D, RULE 506 (C)

In the U.S., the Securities and Exchange Commission (SEC) under Regulation D refers to an accredited investor as a registered broker, investment advisor, business entity or a person who financially knowledgeable and enjoys reduced requirements by the regulatory disclosure filings. The accredited investors include HNWI (high net worth individuals), banks, trusts, insurance companies and brokerages. …

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2021 is the Year of Wall Street’s Disruption and the Party is Just Getting Started

Jacksonville, Florida February 3, 2021 – It is often said that change is the only constant.  Disruption was the name of the game in 2020 and it will likely continue to be the dominant theme in 2021.  When the word “disruptor” is used, most people shift their thoughts to specific industries, such as the auto …

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How to Invest in Cannabis

The Federal Government’s Recent Pivot Toward Cannabis Legalization Will Propel the Industry to new Heights The cannabis industry has the potential to change forever as a result of House leaders’ recent proposal to significantly alter federal laws pertaining to marijuana.  If you are a cannabis investor or considering investing in the cannabis industry, this development …

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