Group suggests gauging sophistication of individuals based on knowledge,
or limiting the portion of a portfolio that can be invested in private placements.
Choosing the right financial advisor is one of the biggest decisions you’ll make for your
financial future. Be sure to use all the free resources available to you in your vetting
process.
Jonathan purchased a home many years ago for $80,000. The home
has appreciated substantially over the years and is now worth $420,000. Jonathan has decided to sell his home and move to a retirement community.
Linda & George own a $2 million commercial building. It is fully leased with fixed payment leases. Linda & George are strong supporters of a local charity…
Experts have noted that a one dimensional focus on nonprofit finances, if not
supplemented by other information, can lead a donor/social investor to make the wrong
decision as to which nonprofit they support.