Private equity has always played a large role in our economy. The funds held by private equity firms and investors are responsible for much of the funding that helps grow and sustain successful businesses. Although...

Recently, we have been talking about value investors. So, today we’ll expand on the topic by discussing stock valuation. The concept of stock valuation relates intricately to the concept of value investing. Value investing is...

If you are not already familiar with Everett M. Rogers or his 1962 book Diffusion of Innovations, we highly recommend you become acquainted with his work. With his book, Rogers introduced and popularized the concept...

Many investors look to Warren Buffett – and others like him – as a beacon of investments. There is, after all, no doubt that Warren Buffett has been extremely successful at what he does. But...

Investment reports, also referred to as equity reports or financial reports, are a key ingredient in an investor’s success. These statements include essential information about a company’s income, sales and profit growth, etc. They can...

Whether it’s the life cycle of organisms, or the rotation of the seasons, things tend to move cyclically. And the economy with regards to investment cycles is no exception. Although the economic cycle is perhaps...

Investing for a diversified portfolio is probably the most critical ingredient to building and preserving wealth. In today’s blog, we want to talk about a specific type: social impact investing. We have written about a...