by Gene James McAward We’re witnessing a subtle but critical shift in financial markets: the once-exclusive world of private equity (PE) is now being packaged for the masses. For decades, PE was a velvet-rope club— reserved for institutions and ultra-wealthy investors willing to stomach illiquidity and opacity in exchange for the promise of higher returns. Now the gate is swinging open. Liquidity-starved firms and friendly regulators are rewriting the rules, and in doing so,

3 things must occur simultaneously to create a buying opportunity when investing: 1 - The price of the asset drops at or below a fair value 2 - You are prepared through research to understand that fair value and when it has done so 3 - You have the $ (dry powder) to take advantage of the opportunity

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Today, there’s an estimated 40% to 45%  of U.S. equity assets being held in “passive” investment vehicles like index funds and...

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Most of our experience in the united States is that of extreme luxury when compared to the greater experience of global humans. Newer...