Expanding the Accredited Investors Pool

Will the definition of what it means to be an accredited investor change in the near future?   In December of 2019, the SEC voted to propose an amendment that would allow a greater number of individuals and institutions to qualify as accredited investors—increasing the eligible participation within private markets.   Financial Advisors IQ reached out to Managing Shareholder and Team Lead, Kevin Fitzwilson, to gauge his thoughts on the proposed change.   Read Kevin’s response in their article here.

Detlef’s Interview with Chase Jarvis

Detlef’s Interview with Chase Jarvis

Detlef Schrempf touches on the importance of giving back during his interview on the Chase Jarvis Live Show. Thanks, Detlef for this great reminder to be grateful for life’s blessings and give back. The perfect sentiment and start to this holiday week.

Listen to his podcast interview here.

 

Investing in a Time of Tweets and Tariffs…

Investing in a Time of Tweets and Tariffs

By Howard Coleman, Chief Investment Officer & General Counsel 

Coldstream Chief Investment Officer & General Counsel, Howard Coleman, wrote an article for One Accord on market volatility between August and early September. He provides important information on how investors should respond to volatility caused by tweets and trade tariffs.

To read the full article on One Accord, click on this link.

 

It’s a Marathon…

Market Commentary

By Rafael A. Villagran, Portfolio Manager

Markets started the year on a sprint, and that’s encouraging, particularly in light of how stocks finished 2018. But investing is a marathon and we always keep our focus on the longer-term. And, putting the first quarter rally into context, stocks just climbed back up to where they were last September/October prior to the fourth quarter pull-back. We see two primary drivers behind the recent bounce: READ MORE

The Underwriting of a Construction Loan Through the Eyes of a Lender

One small step for man, one giant leap for mankind. – Neil Armstrong

By Chris Blakeslee

This summer, we will be celebrating the 50th anniversary of the first walk on the moon.  I recently watched the movie, “First Man” which is about the life of astronaut, Neil Armstrong (played by Ryan Gosling), and the space mission this country embarked on that led to this historic event on July 20, 1969.

As an engineer, I am instinctively attracted to science, so I naturally found this movie entertaining.  While I currently don’t practice many of the engineering principles I once painstakingly studied, I oftentimes, in my business career, find a direct connection.READ MORE

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