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 Malcolm on October 27, 2020.

What do you think when you hear the word legacy? Your children, your business, Legacy Federal Credit Union? It’s ok, me too. “Legacy” gets thrown out a lot this time of year. It’s usually followed closely by “tradition” or “history”.

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 Josh on October 21, 2020.

Is it just me, or did every basketball coach ever go on and on about “back to basics” and “focus on the fundamentals,” as though Steph Curry hadn’t just inspired an entire generation to lob threes from half-court (and miss – because, you know, they’re not Steph).

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 Kasen on October 13, 2020.

Have you ever seen a group of young men singing Disney songs while swinging a sledgehammer at a cement parking lot? It’s quite a paradoxical spectacle. During college, I spent a blazing hot summer in Israel helping renovate a community building. Our first mission was to break up a parking lot, but the catch was that we only had one sledgehammer.

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 October 6, 2020.

So you did it! You launched an investment crowdfunding campaign and you’re going all-in on a local legion of microinvestors and brand ambassadors. Now what?  As wild and new as it might feel to pull in capital from your fans, customers, and community, promoting your crowdfunding campaign isn’t all the different than promoting your business….

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 Kasen on September 29, 2020.

Growing up, I always enjoyed reading Calvin and Hobbes, a comic series by Bill Watterson. There were comic strips where Calvin would ask his dad questions like how ATMs work or what causes wind. In typical “Dad” fashion, Calvin’s father responded with explanations like there’s a little guy inside the ATM who hands out the…