Blog Posts
April is National Financial Literacy Month! Is That a Good Thing?
It’s the time of year when you may hear politicians wringing their hands about the low levels of financial literacy in our country and advocating for teaching financial literacy in our schools.While...
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When it Comes to Investment Crowdfunding—Compliance Matters!
What to Know Before You Take the Plunge The investment crowdfunding marketplace is growing faster than ever before, and is projected to grow by $196.36 billion from 2021 to 2025. Unfortunately,...
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It’s Official!
Things just got a lot easier for you if you are looking to invest or raise money via Investment Crowdfunding. The following is a summary of changes that went into effect on March 15 and will improve...
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New rules—New possibilities!
The Securities and Exchange Commission has made some changes to the rules governing private offerings of securities. These are some of the biggest changes we’ve seen in a while and many of them...
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Do I Really Have to Do This? Yes, and It’s the Right Thing to Do
Raising investment dollars for your business is one of the smartest ways to reach your long-term goals. But like most things that are worthwhile, getting investments is work. And it’s not just the...
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There’s no going back – a way forward
My colleague Angela Barbash of Revalue wrote a great blog post with some practical resources for those of us who want to use the COVID 19 crisis as an opportunity to move toward a healthier, just,...
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Major Changes to Securities Rules
For those of us who care about moving investment dollars into the businesses we love, March 4, 2020 was like Christmas, New Year’s Eve, and the Fourth of July all wrapped into one. The Securities...
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2019 Social Venture Circle Conference Highlights
I have been attending Social Venture Circle (fka Social Venture Network) conferences for about 10 years, and they never disappoint. These conferences attract business and finance leaders of all ages...
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Main Street America: Notes from the Field
Last month Jenny and I attended Main Street Now 2019, the annual Main Street America™ Conference which was held in Seattle. Main Street America is a grassroots network made up of small...
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How would a President Trump affect small business finance?
One thing is certain. Trump has an awkward relationship with the chair of the Securities and Exchange Commission, Mary Jo White. According to this fascinating article in the Washington Post, Mary...
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