Financial Poise

Investors

Subscribing to the adage, “give a man a fish and he will eat for a day, teach a man how to fish and he will eat for a lifetime,” Financial Poise offers its audience objective and plain English education about investing. If you are looking for recommendations on particular stocks or looking to make a quick buck trading, you came to the wrong place. Financial Poise teaches investors about the fundamentals of investing for the long term.

Architecture representing real estate property

The Ups and Downs of Residential Real Estate Investments

Residential real estate is abundant and leasing terms are straight forward, but heavy maintenance may fall on the investor. Is residential property for you?

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private equity valuations

How Reliable Are Private Equity Valuations?

Public information can be scarce due to SEC reporting exemptions, making private equity valuations seem unreliable. Can upgraded guidelines fix it?

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A couple clinks cocktails on a beach, signifying successful retirement planning

Should I Stay or Should I Go? The Financial Planning Process Will Tell If You’re Ready to Exit

George and Gracie want to retire, but selling Gracie’s business may not provide enough income. Here’s what they learn during the financial planning process. 

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A swim race, symbolizing how average investor returns lag the S&P500

Don’t Get Emotional: The Reason for a Sluggish Average Investor Return

Why does the average investor return lag the S&P 500? Overconfident investor behavior and poor financial advising have led mutual fund investors down a bad path.

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Couple vacations at a waterfall, symbolizing the importance of finances in marriage

Finances in Marriage: 3 C’s to Address Discontent

Even with your life’s partner, money conversations are hard. Communication, collaboration and control are your keys to a harmonious shared future.

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Private Property sign, symbolizing the exclusive aura around PE investments

Accredited Investor Installment 10: Private Equity, aka PE Investments

Private equity investments, aka PE investments sound like an exclusive club. But many people are elibigle for this potentially lucrative investment vehicle.

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waves crashing on rocks represents the rocky shore of stock market vulnerability.

Worried About Stock Market Volatility? Don’t Panic, Say Experts

Stock market volatility and talk of a payroll tax cut have sparked fear of recession. Should you shed shares or keep playing the long game?

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An axehead chops a stump, symbolizing the 2017 tax cut and jobs act

Tax Cut and Jobs Act: Expectations Met and Unrealized

Expectations were high for the Tax Cut and Jobs Act in 2017. Were those expectations met? How the tax reform actually affects you and your business in 2019.

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Multi-family apartment buildings like these are eligible for inclusion as REIT investments

The REIT Income for Retirement: 6 Reasons to Invest in REITs

Retirees seek diversified retirement income sources as they continue to age. REIT income may provide the risk-adjusted returns they need.

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A crowd of swimmers, representing crowdfunding fundamentals

Let Crowdfunding Fundamentals Be Your Guide

Knowing your crowdfunding fundamentals can help you decipher which crowds you want to “follow” with an investment and which are better left alone.

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