Are you interested in investing in options? There’s a lot of information out there you can read and some of it is crazy complex. Back in 1998, the head of the derivatives desk at Goldman made me read a 1,000 page book called, Options As A Strategic Investment by Lawrence McMillan after our first round of interviews. When […]
Investing In Options For Profit And Risk Reduction Read More »
We’ve talked about the risks of investing in startups. Now let’s talk about investing in IPOs and how the IPO process works. Taking private companies public was a big part of my job when I worked in the Equities department at a couple major banks for 13 years. Knowledge is wealth and I’m here to share
How Does The IPO Process Work? An Inside Look At Becoming A Public Company Read More »
I don’t recommend average Americans invest in individual startups. Investing in a fund is a better bet. The Securities And Exchange Commission recently voted to implement Title III of the Jumpstart Our Business Startups (JOBS) Act. This means that starting in January 2016, average Americans no longer need to be accredited investors to be able to
Average Americans Can Now Invest In Startups – Don’t Do It! Read More »
Although difficult times are unpleasant, it can make you a better investor. In high school, I developed an interest in investing by going over stock ticker symbols in the newspaper with my father. From there, I began trading stocks online in college and eventually parlayed my interest into a career in Institutional Equities at a
Investing During Difficult Times Makes You A Better Investor Read More »
Sometimes P2P borrowers stop paying. Then what? I’ve been an investor with Prosper, a peer-to-peer (P2P) lending company since 2012. I usually check my account once a quarter to view my performance and to re-invest cash that has come in from borrower payments. Per my latest passive income update, the annualized return of all of the notes in
What Happens When A P2P Borrower Stops Paying? Read More »
In early 2012, I made it a goal to try and achieve $200,000 a year in passive income by 2H 2015. The idea was to somehow make a large enough sum of money to comfortably provide for a family of three or four in Honolulu or San Francisco. With $200,000 a year, I wouldn’t have to go back
Passive Income Update For Financial Freedom 2016 Read More »
The following is a guest post by Sliced Investing co-founder, Mike Furlong. He eagerly left Wall Street to launch this start up. Sliced Investing is backed by Y Combinator, Khosla Ventures, TriplePoint Venture Growth, Data Collective, and Carnegie Mellon. Funny enough, I also left Wall Street so I could focus on Financial Samurai. I spent this
Why I Left Wall Street To Start A Fintech Company Read More »
With the stock market at all-time highs and interest rates zooming upwards, creating a more defensive investment portfolio with bonds may be a good idea. The 10-year bond yield was at 0.51% in August 2020. Today, the 10-year bond yield has risen to about 5%. Therefore, investing in bonds pays more in a defensive investment
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Reddit recently hosted an Ask Me Anything (AMA) session with Hardeep Walia, Founder and CEO of Motif Investing, and former SEC Chairman (1993-2001) and Motif Investing Board Member, Arthur Levitt. There were some pretty interesting exchanges that I thought were worth highlighting for anybody who uses Motif Investing and who is interested in investing as a whole.
Investing Insights From Former SEC Chairman Arthur Levitt Read More »
A stock market correction is an inevitability. You just don’t know when it will happen exactly. Technically, a stock market correction means a decline of 10% or more from the peak. A bear market is when the stock market declines by more than 20%. A stock market correction occured in 2020, 2022, and again in
How Not To Panic During A Stock Market Correction Read More »
