Financial Poise

Investing

5 Investment Strategies PE Firms Use to Choose Portfolio Companies

Private equity firms choose their portfolio companies by focusing their investment strategies on factors such as lifecycle, geography and industry.

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An Investor’s Guide to Productive Assets, Physical Assets, and other Tangible Asset Types

Why Buy Farmland if You’re Not a Farmer? Tangible Assets Explained Individuals invest in tangible assets (called physical assets, hard assets, fixed assets and more, depending on the asset itself) […]

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What Do Trump Tariffs Mean for the Economy and Investors?

Recently imposed Trump tariffs are expected to negatively affect the economy. What do these tariffs mean, and how will investors be impacted?

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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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The Potential of Hedge Fund Returns: Evaluating Risk and Reward

Hedge fund returns can be big even in a bad market, but they are often risky, alternative investments. Do the benefits of hedge funds justify the risk?

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Crowdfunded Securities: The Continuing Growth of the Secondary Market

The crowdfunded securities of yesterday were rife with illiquidity. Today, secondary markets for crowdfunded securities have emerged and continue to grow.

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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.

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Alternative Assets and the “Average” Accredited Investor Installment #8: Venture Capital and Angel Investing

What is the difference between angel investing and VC? The first difference is money. Angel investors invest much smaller amounts. VC takes it from there.

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Alternative Assets and the “Average” Accredited Investor Installment #7: Crowdfunding Under Title III of the Jobs Act

Crowdfunding has evolved from rewards-based funding to equity crowdfunding under Title III of the JOBS Act. Is crowdfunding for you?

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Alternative Assets and the “Average” Accredited Investor Installment #6: Equity Crowdfunding Under Regulation D

Equity crowdfunding developed under Regulation D matches startups with angel investors in weeks rather than months, shortening timelines all around.

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