Investing Archives

A graphic combining various images related to the economy and performance measurement, reflecting analysis of asset classes.

Asset Class Performance Review for May 2023

Tags: Asset Class Performance, Diversification, Economy, Portfolio Management,

May is done, which means it’s time to check in how some of the most common asset classes performed. Here’s how each fared.

man talks on telephone, symbolizing behavioral finance biases

Understanding Behavioral Finance and Your Financial Advisor’s Biases

May 27, 2023
/ Investing
/ By Peter Eickelberg

Tags: Advisors, Financial Services, Portfolio Management,

Your advisor is not immune to behavioral finance biases, such as overconfidence or loss aversion. How does behavioral finance affect your investments?

Bracing for Black Swans

Tags: Economy, Financial Literacy, Portfolio Management, Risk Management,

The only predictable thing about Black Swans is that one will probably catch you off guard at some point in your life.

Scrabble tiles spell out ROI on top of a calculator.

Crash Course: The Rundown on ROI

Tags: Financial Analysis, Financial Literacy, Investing Strategy, Portfolio Management, Risk Management,

What is ROI? How do you calculate it? How should it get used? This quick lesson lays it all out for investors and entrepreneurs.

4 Reasons Timeshares Are a Scam

May 22, 2023
/ Investing • Personal Finance
/ By Alicia Purdy

Tags: Budgeting, Financial Planning,

Timeshare ownership is a popular way to vacation each year, but beware: purchasers don’t get the benefits of a true real estate investment.

Understanding What’s at Stake in the Debt Ceiling Debate

May 10, 2023
/ Commentary • Investing
/ By Paul Shotton

Tags: Current Events, Economy, Financial Literacy, Fiscal Policy, Politics,

Debt ceiling, deficit, disaster. Fixing this mess requires us to first understand how we got here and what’s at risk.

Crash Course: Private Equity Funds, Sponsors, and Investors

Tags: Alternative Investments, Financial Literacy, Hedge Funds, Private Equity,

How is private equity structured? The PE industry includes private equity sponsors and financial sponsors who manage private equity funds.

Asset Class Performance Review for April 2023

Tags: Asset Class Performance, Diversification, Economy, Portfolio Management,

April has come to a close. After celebrating financial literacy all month, it’s time to extrapolate what we’ve learned to what’s happening today. That means checking in on asset class […]

Greenwashing presents a real challenge to green investors, exemplified here with a paintbrush coloring a pollution-heavy factory green.

Green Investors: Beware the Perils of Greenwashing

April 26, 2023
/ Investing
/ By The Financial Poise Editors

Tags: ESG, Financial Products, Green Economy, Green Investing, Portfolio Management, Regulation,

Green investing ran hot in 2022, with ESG funds mostly dodging the torrential outflows witnessed in other sectors despite underperforming traditional funds. In 2022, sustainable investing accounted for 7% of […]

Green Investing Success Hinges on a Greener Grid

April 25, 2023
/ Investing
/ By The Financial Poise Editors

Tags: Alternative Investments, Green Economy, Green Investing, Infrastructure, Technology,

The green investing space continues to expand at break-neck speed. Clean energy, specifically, has attracted significant investment. In 2022, green energy investments topped $1 trillion – topping oil and gas […]