A Endowment is a Legal Trust Structure for the purpose of creating a FUND that raises donations for continuing the mission and operations of Non-Profit Organizations such as Hospitals, University’s, Museums. What are the Three Types of Endowments When your Non-Profit organization is considering using the Endowment structure? It’s appropriate to have your team of Investment Advisers, Accountants, and Attorneys work together to discuss the type of structure or type of Endowment Structure is appropriate for your Organizations needs. Here are the three types of Endowment Structures and how they ar ..read more

VC and other Partnerships have a big problem. Some are not evolving with the changing Financial Landscape. Many Venture Capital Funds and Private Partnerships are literally risking their capital to chance. It’s not hard to visualize the Capital they have worked tirelessly to raise is diminishing from sitting for long periods. It’s also apparent from the current VC landscape most Partnerships do not understand the accounts they keep their funds in do nothing to serve their Investment Fund Management. Which in return destroys and silently and maliciously erodes the Funds Purchasing Power and add ..read more

Professional Investment Adviser Representative Law Exam “PASS” After studying and taking on the challenges that lasted for nearly 2 years. Monday March 11th 2024 I passed my Professional Series 65 Uniform Investment Adviser Representative Law Exam. Passing this difficult professional exam allows me to register with a State Securities Administrator as a Licensed Investment Adviser Representative, through a Federal Registered Covered Investment Adviser or State Investment Adviser. Investment Advisers are hired as Fiduciary’s to give Institutions and Individuals Investment Advice, and are ..read more

Many Business professionals would be shocked to find out that a basic Exchange Traded Fund on the NASDAQ, New York Stock Exchange or on Japans 225 funds that make up the Nekkei Index are all either UIT’s or Open-Ended Funds (Mutual Funds). This article’s purpose is meant to identify and educate more executive business leaders about ETF’s you likely see daily listed on TV or on the many Stock exchanges. Before we are able to begin listing the different key components that make a Exchange Traded Fund. It’s a good idea if I share some basics to help you understand the ETF’s are complex Financial ..read more

Computation of Current Yield for $BRO When forming the computation for the Current Yield of any Stock or Bond it’s necessary to understand what Current Yield Means and “Why we use this measurement of Yield?” “According to the Financial times: Current Yield does measure and examines the current price of a bond or stock, rather than looking at its face value. Current yield represents the return an investor would expect to earn, if the owner purchased the bond and held it for a year. However, current yield is not the actual return an investor receives if he holds a bond until maturity.” Blac ..read more

Lending Money to Corporations using Corporate Secured and Unsecured Debt Securities could be a risky opportunity for Institutional Lenders and for the Banks and Private Credit Investors. If your not up to date on the legal hierarchy or priority of claims for repayment? Allow me to share that Priority list below. Familiarity with a Corporate Balance Sheet will likely make this list easy for you. Liquidation/bankruptcy fees and charges – this does not include court fees. Debts due to preferential creditors – those entitled to certain payments in priority over other unsecured creditors – includi ..read more

Wether your a Financier, a curious investor or a even new Stock Broker/Dealer Agent, If your not up to speed on the NSMIA of 1996? This short post will give you a brief overview of what the National Securities Markets Improvement Act is and what it is used for. Here is a question? What is the National Securities Markets Improvement Act of 1996 (NSMIA)? The National Securities Markets Improvement Act is a law passed in 1996 that sought to simplify securities regulation in the U.S. by apportioning more regulatory power to the federal government. NSMIA is a List of Securities that are Federa ..read more

Anthony Scarramucci CEO of Skybridge Capital Shares Opinion Segment In My Youtube Video Provided. People do ask for my opinion on Crypto and its shaky history of legitimacy.There are many questions that need to be asked. Is it useful? Does it have a place in the Financial Service Industry or Markets? Can we leverage it for good? And can we keep the Scam Artists, Conmen, and Charlatan’s from promoting their shady dealings with this unregulated Currency? My latest video on the topics above will give you better understanding “How the Securities and Exchange Commission used a little known Law that ..read more

If your concerned with after life or just need to keep assets in a safe place for a time being? This list should be your go to guide for TRUSTS to choose from. Trusts usually are ensuring, Safety of Assets, continuity of Funds, Property, and Investments. This List of “TRUSTS” will help you decide with your Investment Advisor and Estate Planning Attorney which to choose. Revocable Living Trust -This is a trust that allows you to make changes to it, while you are living. Grantor Trust -A Grantor is an individual who creates the trust, and this type of trust allows them to place money, assets ..read more

As a Value Investor earning my stripes I think it’s appropriate to list a few Investment Opportunities that will likely lead to Returns that make you smile as a personal retail Investor. These are my Quarterly Investments that do look interesting, and Investments that you need to watch! THIS POST IS NOT FINANCIAL ADVICE. Just interesting Investment Companies I really feel will out perform most other investments in the current dreadful inflationary environment. AquaMarine Investment Fund First Up? AquaMarine Investment Fund – Fund Manager? The one and Only Mr. Guy Spier. Look at these Results ..read more