Category: Investor Insights

by John on October 27, 2020.

Instead of worrying about your intellectual status, adopt the approach of asking a lot of questions. And while the only dumb question might be the one you don’t ask, asking the right questions about your investments can make things a little easier.

by Josh on October 21, 2020.

Here in the Upstate, tis the season for countless Eastern Gray Squirrels to busily bury, unbury, rebury and even lose track of diligently harvested acorns. While this peculiar behavior can stump even the most astute sciuriologist (trivia nugget #1), there’s a perfect (used loosely) connection to investor goals and outcomes. Nuturally, I expect you’ll want an explanation. Don’t worry; it’s not too tough a nut to crack.

by John on October 13, 2020.

There’s an old saying, “if you’re going to put all of your eggs in one basket…you better watch the basket”. Those are wise words that epitomize the lives of many entrepreneurs and small business people.

by Josh on October 7, 2020.

Apps like Acorns have brought the phrase “micro investing” on the scene with their approach of rounding up to the next dollar whenever you spend money to invest in exchange-traded funds (ETFs). So your $3.78 latte would trigger $0.22 moving from your checking account to your Acorns account. While this function fits the connotation of…

by Malcolm on September 30, 2020.

Just in case you’re new to all this, (“this” meaning dropping angel investments like a boss) we thought we’d give a few tips on what to look for when reviewing a campaign page. You may have watched a video at the top of the page and, in your excitement, jumped down to read all about…

by Josh on September 23, 2020.

Investing can be complex. Building a smart investment strategy and risk management discipline takes work. But an investor is only deemed an expert based on one thing: track record; when someone can turn around and say, “Hey, look! It worked!”  This is the funny thing about tying “expertise” to the practice of risking capital into…

by Malcolm on September 15, 2020.

Welcome to an adrenaline junkie’s guide to analyzing risk. I wouldn’t blame you if you closed your laptop immediately and walked away. But thanks to years of poor, risk-ignoring, endorphin-driven choices, I’ve learned valuable decision-making skills around separating thrill-seeking motivations from money-seeking endeavors. Thrill-seeking desires are great for a few afternoons of cliff diving. Not…

by John on September 8, 2020.

It’s no secret. Whether we’re talking attention spans or investing strategies, we live in an age of short-sightedne… oh look! Bitcoin! Everybody wants to make a quick buck. Over the years, priority in the markets has shifted from forward-looking innovation and production to short-term earnings and a ”we’ll get to you later” approach to research…

by Josh on September 1, 2020.

Did you know that drinking from the horn of a unicorn might protect you from stomach trouble, epilepsy, or poison? This mythological horned horse/goat would fetch you quite the hefty price on the market.  Equally rare, a unicorn company is hunted by many investors to take them to a magical land of riches and royalty…

by Malcolm on August 25, 2020.

I love how business lingo is super clear and non-jargony… said no one ever. Thankfully, knowing your way around the business alphabet soup isn’t just useful for putting Uncle Charlie in his place at thanksgiving dinner. Nope, now you can put those annoying acronyms to work, analyzing your investments to make sure you’re placing solid…