Category: Investment

BULL MARKET DILEMMA: WHEN TO LEAVE THE PARTY

People love a good party, and over the past year the U.S. stock market has staged quite a bash. Record highs and strong returns are intoxicating, which is exactly why well-seasoned investors may already be thinking about when it will be time to le...

CHAIR SPOTLIGHT: JOEL TREISMAN

The TIGER 21 Chair Spotlight introduces you to the remarkable people that make up the TIGER 21 community. This week, meet Joel Treisman, TIGER 21 New York City Chair. Joel Treisman TIGER 21 Chair, New York City What made you decide to become a TI...

HOW WEALTHY INVESTORS ARE PLAYING THE MARKETS

WHERE THE ULTRA-WEALTHY PUT THEIR MONEY IN Q1: TIGER 21

Wealthy members of theTIGER 21peer-to-peer learning network increased their allocations to real estate and commodities in the first quarter, according to a new report from the organization. During the same period, they reduced allocations to fixed...

WHY HEDGE FUNDS ARE SINGING THE BLUES

In the first quarter of 2017, TIGER 21 Members’ asset allocation to hedge funds reached a new low of 5 percent, less than half the 12 percent allocation back in 2007. So what is going on here? Are TIGER 21 Members simply finding more attract...

5 FAVORITE STOCKS OF MILLIONAIRES

The investing habits of the rich aren’t all that different from the investing habits of the rest of us. Sure, millionaires have the means to access exotic investments — and some certainly do — but it turns out the favorite place ...

CAN PRIVATE EQUITY DIFFERENTIATE AN ADVISORY PRACTICE?

Advisory professionals face a wide range of challenges in the course of building and running their practices. Some of the most pressing, especially for advisors whose income is directly proportionate to their assets under management, are related t...

2 PERFECT EXAMPLES OF WALL STREET BILLIONAIRES SPINNING MAJOR FAILS

It seems that in this world of constant Trump-watching some of Wall Street’s recent foibles have gone unnoticed. Allow me to keep you up to speed. The mood on Wall Street right now, especially in hedge fund land where beating the market is p...

3 WAYS TO INVEST LIKE A MILLIONAIRE

Most millionaires aren’t born rich. During his three decades researching the wealthy, Thomas J. Stanley, co-author of “The Millionaire Next Door,” consistently found that between 80% and 85% of all millionaires are self-made. Som...

THE MORNING BRIEF: ESL HOLDING SEARS SURGES ON NOT SO BAD NEWS

The long-suffering retailer posted results that were less bad than expected, which is what passes for a win these days for Eddie Lampert’s firm. This is what passes for good news for Eddie Lamert. Shares of Sears Holdings surged 13.5 percent...