Contributors
Recent Content
Investors today are increasingly anxious about the equity and bond markets. Can we blame them, given the constant barrage of information from 24/7 news outlets such as Fox Business, CNBC, local radio,…
Investors today are …
Investors today are increasingly anxious about the equity and bond markets. Can we blame them, given the constant barrage of information from 24/7 news outlets such as Fox Business, CNBC, local radio, TV, and print publications? It’s not uncommon for morning commentators from Fox Business and CNBC to be completely at odds with their afternoon counterparts. Adding to the confusion, many media outlets have recognized that negative news tends to attract more viewers, listeners, and readers. This increased viewership in turn lures in more advertisers. Put bluntly, negative news often generat…
Elliot Kallen
September 21, 2023
As our world becomes increasingly characterized by rapid financial evolution, the realm of private equity and hedge products has become a hotspot for accredited investors. But why does this domain cap…
As our world becomes…
As our world becomes increasingly characterized by rapid financial evolution, the realm of private equity and hedge products has become a hotspot for accredited investors. But why does this domain capture such attention? And how does it offer opportunities that often eclipse traditional investment avenues? The Exclusivity of Private Equity Private equity (PE) is an alternative investment form that involves capital not listed on a public exchange Private equity, at its core, is all about direct investments into private companies. Instead of buying shares of a publicly traded company on th…
Elliot Kallen
September 21, 2023
In this episode, Elliot Kallen brings on Sean Perlmutter from Pivotal Twist to discuss the tapestry of leadership behind successful organizations. Discover how to embrace feedback for organizational a…
In this episode, Ell…
In this episode, Elliot Kallen brings on Sean Perlmutter from Pivotal Twist to discuss the tapestry of leadership behind successful organizations. Discover how to embrace feedback for organizational alignment, transform employee conversations, and embrace playfulness in professional branding. Are you a C-suite looking to up your leadership skills? Tune in! Meet Our Guest Sean Perlmutter Pivotal Twist Sean is a dynamic force driven by a simple mantra: Make Wow Happen. Blending his roles as a creative, consultant, and coach, he’s passionate about catalyzing breakthroughs t…
Elliot Kallen
September 13, 2023
I have never seen so much confusion and negative conversation about any financial product in my 30 years of being a Financial Advisor–the market-based annuity. This article is meant to shed some lig…
I have never seen so…
I have never seen so much confusion and negative conversation about any financial product in my 30 years of being a Financial Advisor–the market-based annuity. This article is meant to shed some light on when an annuity could work for your Retirement plan while also addressing its downsides. Given the hundreds of annuities available to consumers, it’s crucial to be well-informed. Think of annuities as tools in your financial toolbox: sometimes, a hammer is just what you need, and sometimes it’s not. Variable Annuities These are the most expensive annuities but they offer the…
Elliot Kallen
September 7, 2023
The Securities and Exchange Commission defines an “Accredited Investor” as an individual who meets the following criteria: $ 200,000 of individual income in each of the past two years. $ 30…
The Securities and E…
The Securities and Exchange Commission defines an “Accredited Investor” as an individual who meets the following criteria: $ 200,000 of individual income in each of the past two years. $ 300,000 of joint income in each of the past two years. Anticipation of similar or higher earnings in the future. $ 1,000,000 of financial assets (not including your home) So, what does this mean for you? For a select group, it means that they can invest in privately held companies in the start-up mode. While more than 90% of these investments never work out profitably, every now and…
Elliot Kallen
September 7, 2023
