Category: Investor Insights

Investor Insights: Robinhood & Vicinity

by Malcolm McDonald on July 29, 2020.

If we’re talking about new and innovative ways to invest, we have to talk about Robinhood. Robinhood has become synonymous with the democratization of finance, aka making investing easily accessible to unaccredited investors. While Robinhood laid much of the foundation for the idea of taking personal ownership in investing, there are fundamental differences you should...

Investor Insights: Investor Accreditation

by John Crawford on July 22, 2020.

So, what’s an accredited investor anyway? Are you one? Does it matter? As to the first question, it’s pretty simple. An accredited investor is someone who has  Net worth of at least $1,000,000 (not including their home) OR Had an annual income of at least $200,000 for the last two years (or $300,000 in household...