Financial Poise

All Articles by John Drachman

John Drachman

About John Drachman

As an award-winning writer, John developed marketing communications initiatives for dozens of money managers for more than 20 years. John combines editorial skill and marketing knowledge in helping advisors, money managers and service providers to grow and retain assets.

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.

Read More
Equity Crowdfunding

What Investors Need to Know about Equity Crowdfunding: Part 2

There is considerable potential in equity crowdfunding, but all investors should be aware of the advantages and disadvantages to such investing.

Read More
Equity Crowdfunding

What Investors Need to Know about Equity Crowdfunding: Part 1

Equity crowdfunding has changed in notable ways since its introduction in 2012, and is now primed to revolutionize how we finance companies and investments.

Read More

When Stocks Decline, Alternative Investments May Help (Part 2)

Diversification is Almost Always a Winning Strategy As noted in “When Stocks Decline, Alternative Investments May Help (Part 1),” the impact of asset allocation on volatility and returns has been widely debated, but a landmark study from the CFA Institute found that between 1974 and 1983, diversifying among a variety of asset classes – and […]

Read More
alternative assets in a bear market

When Stocks Decline, Alternative Investments May Help (Part 1)

With Bear Market Approaching, Diversification an Attractive Option Someday you may be asked: “Where were you on March 9, 2009?” For market historians, that day marked the bottom of the Great Recession: the S&P 500 had just sunk below 700 for the first time in 13 years. Goldman Sachs warned investors that the S&P could […]

Read More
2018 IRA alerts

2018 IRA Alerts Investors Will Want to Know

The tax prep season perennially stirs financial advisors to reach out to their retirement-minded clients to review asset allocation strategies. There are several 2018 IRA alerts and reminders that may make this tax season a little smoother for everyone. 2018 IRA Alerts May Affect Tax Season Strategies One strategy that received a boost in 2017 […]

Read More
Mainstream Alternative Investments

Beyond the Fringe: The Evolution of Mainstream Alternative Investments

Mainstream Alternative Investments Defy Tradition It wasn’t too long ago that investments in commodities, real estate or hedge funds were considered somewhat exotic. That may be all about to change if recent surveys prove correct. According to one paper, “Alternatives in the Mainstream,” based on a 2017 survey by InvestmentNews and developed with Blackstone, “Traditionally […]

Read More
gold investments

Gold Investments Remain a Stable Choice Despite Economic Uncertainty

The Gold Standard Skittish Baby Boomers and their financial advisors seeking retirement investments that might act as a shock absorber to their portfolios during volatile times are increasingly turning to the age-old fallback plan: Gold investments. This enduring asset class once again appears to be a standby option for those made nervous because of heightened […]

Read More
private equity retirement planning

Six Ways Private Equity Can Play a Role in Retirement Plans

Ready for retirement and looking for rollover IRA ideas? Check out these six ways private equity plays an important role in today’s retirement planning.

Read More
>