Insights

February 24, 2020

Expanding the Accredited Investors Pool

In Market Commentary

Kevis Fitzwilson
Contributions from: Kevin Fitzwilson

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.

Insights Tags

Related Articles

July 15, 2022

Where From Here: A Recap of the Second Quarter and Thoughts Going Forward

Until mid-June, the Fed was widely perceived as behind the curve in fulfilling its mandate of price stability. For example, even though inflation was increasing in the first quarter, the Fed was still stimulating the economy by buying government securities and mortgages because of its mistaken view that inflation was transitory. In May, inflation, as measured by [...]

Howard Coleman
Contributions from: Howard Coleman, JD

June 17, 2022

A Difficult Year

Both the equity and fixed income markets globally have experienced significant drawdowns this year, due, primarily, to inflation. The U.S. equity market is now in a bear market, down approximately 25% from its highs, and the protective role that bonds usually play when equity markets fall has not materialized this year. When equity prices fall, [...]

Howard Coleman
Contributions from: Howard Coleman, JD

May 13, 2022

A Note on the Recent Volatility

So Far This Year Coming into 2022, both stocks and bonds were richly valued. Valuations were at a premium because corporate profitability was strong, interest rates were low, the economy was re-opening, and market participants thought inflation was temporary, primarily due to supply chain issues that would resolve themselves. This year, as we are all experiencing, inflation [...]

Howard Coleman
Contributions from: Howard Coleman, JD