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Investing Taxes Opportunity Zones

What is a Qualified Opportunity Zone Fund?

What is an opportunity zone? An opportunity zone is an economically distressed area or community designated by the state in which ...
Ryan Gunn January 25, 2019 0

Investing Broker-Dealer Fintech Issuers

Are High NIGO Rates on Investor Documents Costing You Time and Money?

When prospective investors decide to make an alternative investment, the documentation process is often overwhelming. Paper-based ...
Nicole Gibson July 5, 2018 0

Investing Alternatives Advisors

5 Misconceptions about Investments in Private Securities

Private securities investments are inherently more risky, subject to restrictions, have longer hold periods, and higher fees than ...
Mat Dellorso March 22, 2018 1

Investing Real Estate 1031 Exchange

DST & TIC: 1031 Co-Ownership Replacement Properties

Section 1031 of the US Internal Revenue Code (IRC) allows for an exchange of one investment property, usually real estate, for ...
Ryan Gunn November 14, 2017 2

Investing Real Estate 1031 Exchange Taxes

What is a 1031 Exchange?

Section 1031 of the US Internal Revenue Code (IRC) allows for an exchange of one investment property, often real estate, for ...
Ryan Gunn November 6, 2017 0

Investing Returns

Have Your Cake and Eat It Too: How Impact Investing Returns Stack Up

What is Impact Investing? Impact investing, also known as socially responsible investing (SRI), is the practice of investing in ...
Ryan Gunn July 11, 2017 0

Investing Investors Alternatives

How Millennials Are Redefining the Future of Private Investing

Any passable list of stereotypical millennial descriptors is bound to include “debt-ridden” and “under-employed.” These hardly ...
Ryan Gunn June 16, 2017 0

Investing

Industry Spotlight: Litigation Finance

Litigation finance, an asset class typically reserved for institutional investors, is becoming more accessible through online ...
Mat Dellorso May 8, 2017 0

Investing Alternatives Advisors

The Benefits of Alternative Investment Allocation in Uncertain Times

Are your social media feeds clogged with angry political tirades? Perhaps you get a glimpse of a cute puppy or a friend’s child ...
Kyle Engelken February 15, 2017 0

Investing

5 Common Pitfalls When Investing as an Entity

At WealthForge, we see investors of all types—from individuals, to trusts, to other companies. Over time, we’ve noticed that when ...
Chris Rohde February 7, 2017 0
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