Topics Under Tag: "local investing"

North Carolina Intrastate Crowdfunding

North Carolina Forges Ahead With Intrastate Crowdfunding

Benji Jones | April 7, 2017

It might have seemed like an April Fool’s Day joke, but, after four years of stop and go efforts, North Carolina’s intrastate crowdfunding law finally went live on April 1st. To date, 33 states and the District of Columbia have adopted local crowdfunding rules. But North Carolina’s law breaks new ground by creating a flexible […]

New Brunswick, Canada local investing tax incentive

Can Tax Incentives Jumpstart the JOBS Act?

Chelsea Eddy | January 24, 2017

Investing in local businesses, rather than in publicly traded corporations, is an idea generating interest globally. But until recently, that was hard to do in the U.S., thanks to federal and state laws that have impeded such investments by average citizens. The JOBS Act, passed in 2012 and fully implemented last May, has lowered many […]

financial advisors and local investing

What Do Financial Advisors Have Against Local Investing?

Angela Barbash | November 27, 2016

I was on a panel earlier this year at the ComCap conference in Portland, discussing how my colleagues and I manage to do what other financial advisors seem incapable, unwilling, or downright frightened to do. Audience members recounted tales of bringing this taboo investment subject up to their financial advisors, only to be rebuked, scolded, […]

How Crowdfunding Opened Doors and Follow-on Funding for a Healthy Food Market

Kathleen Minogue | October 20, 2016

On a busy stretch of Southwest Los Angeles known as the El Salvador Community Corridor, the cheery green and orange facade of With Love Market & Cafe stands out like a beacon. Since it opened last spring in a neighborhood dotted with schools and auto body shops, With Love has become more than a grocery […]

BDCs: An Untapped Tool for Local Investing?

Michael Sauvante | February 15, 2016

Take a look at this Presidential signing statement: “This new law will facilitate the financing of small businesses by providing needed reform of the Federal securities laws. Small businesses are essential to economic growth and to innovation. No effort is more difficult for small businesses or more crucial to their success than raising investment capital. This […]

From Wall Street to Main Street: A Conversation with Local Investor Marco Vangelisti

Amy Cortese | June 5, 2015

Marco Vangelisti left his job as an investment fund manager in 2009, after an eye-opening discovery about the kinds of companies the fund, and its mission-driven clients, were investing in. The first thing he did was to liquidate his Wall Street portfolio and reinvest it in local and sustainable investments. The second thing was to […]

Resilient Investing: A New Book Takes a Broad View of What it Means to Invest

Amy Cortese | May 14, 2015

Global instability. Climate change. Market swings. Investors need to look beyond sustainable investing to resilient investing, argue the authors of a new book. In The Resilient Investor: A Plan for Your Life, Not Just Your Money, Michael Kramer, Hal Brill, and Christopher Peck (pictured from left to right, above), the Managing Partners of financial advisory firm […]