How Does The IPO Process Work? An Inside Look At Becoming A Public Company

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

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Average Americans Can Now Invest In Startups – Don’t Do It!

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

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ForUsAll: Solving Small Business Retirement Planning

Imagine going to work and not having a work sponsored retirement plan like a 401k or IRA. Unimaginable right? Employers are already doing away with pensions and Social Security doesn’t pay much. To not have anything may jeopardize an employee’s financial future. It turns out about 50% of Americans work for small businesses, but only

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