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All Articles by The Financial Poise Editors
About The Financial Poise Editors
Financial Poise helps trusted advisors (accountants, attorneys, business brokers, consultants, financial advisors, investment bankers, etc.) by providing a meritocracy-based platform on which to demonstrate their thought leadership.
An Initiation Into Private Equity Funds
Most people are familiar with the concept of a stock exchange and publicly traded shares of companies that are listed there. But the private equity market is less well-understood.
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Ready, Set, Action: Investing in Film Under a Smarter Lens
Investing in Hollywood diversifies a portfolio for investors who deem it “worth the risk,” with the potential for venture capital-style returns.
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Will You Retire Broke? Reasons Why Your Retirement May be in Jeopardy
More than 42% of Americans will retire broke, according to a survey taken by GOBanking Rates. For the third year in a row, thousands of individuals were polled to ascertain how much the average American has set aside for retirement, and the results may, and should, shock you.
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3 Tangible Asset Investments to Delight Your Inner Child
Get high returns by diversifying your portfolio with tangible assets like sports memorabilia, fine art and precious metals. Invest in an existing hobby and diversify with your diversion.
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Millennial Financial Habits: Uncracking Gen Y
Marketing to Millennials: A Major Challenge for Financial Services Industry When it comes to managing their money, the nation’s millennials march to a different beat; one that has the financial services industry feeling out of step. Predictably, millennials are more likely than previous generations to consider financial services marketed by names like Google, Apple or […]
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Investing in Cannabis: How Investors are Chasing the High
As Legalization Nears, Marijuana and CBD Investment Opportunities Surge Cannabis-infused beer? How about Cannabis Gummy Bears? With more states legalizing marijuana for medical and recreational use, the opportunities for investing in cannabis are now endless. Recently, House Representative and Rules Committee Chair Jim McGovern stated that the committee will vote on marijuana reform. McGovern believes […]
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The Top 5 Best States to Retire To (and How to Retire There Soon)
What to Consider Before Making Your Retirement Move The best advice for retirement is simple: plan early. You may have enrolled in a 401k and saved money, but knowing how to retire is more than that. Whether you want to retire to the mountains or the beach, there are many factors to consider that will […]
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Global Wealth 2019
Essential (& Some Surprising) Facts Credit Suisse’s Global Wealth Report is one of the most comprehensive analyses of the world’s wealth, and provides keen insights into the health of the global economy. We took a fresh look at the most recent report, which contains the following, essential facts: Global Wealth is On the Rise – […]
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Read These Books to Get Smart About Personal Finance and Investing
Thirteen Guidebooks for Building and Holding Wealth Hiring a professional to manage your investments is not akin to hiring a plumber, car mechanic, or even attorney. To hire any of these three professionals it is neither necessary nor likely that to first teach yourself about plumbing, car engines, or the law. Personal Finance & Investing, […]
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The 8 Essential Questions About Raw Land Investments
Investing in raw land is an exciting prospect, with important considerations If you’re in the market for a solid, long-term investment, raw land – undeveloped land that has not yet been improved or built upon – may be worth a look. Although raw land investments do come with potential risks and drawbacks, the benefits can […]
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