Financial Poise

Investing

Finding Your Deal Flow in Private Investing

Whether through personal referrals, investment networks, or online platforms, expanding your deal flow can help you find qualified deals and invest smarter

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Is Investing In Peer-to-Peer Lending the Right Move for Your Portfolio?

Peer-to-peer lending is an alternative investment strategy that can offer high yields and diversification.

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Exploring Opportunity Zone Tax Benefits

Qualified Opportunity Zone (QOZ) funds are an investment tool that can help reduce or defer tax payments.

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What Are Private Placements?

Private Placements can be an excellent opportunity for accredited investors, but investors should be aware of how they are regulated.

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ESG Investors and the Food Revolution: Embracing a Plant-Based Diet

Discover the growing link between plant-based diets and ESG investing and how embracing sustainable food choices can support your health and the planet.

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6 Things to Consider When Selecting a Private Equity Investment

The private equity market presents an opportunity for outsized returns and portfolio diversification.

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Three Reasons the Consumer Goods Industry Should Be on Every Investor’s Radar

The consumer goods industry is a reliable choice for stable, low-risk investments that offer consistent returns, even during economic downturns.

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Eliminate Your State Income Taxes with Non-Grantor Trusts

Non-grantor trusts, like the NING Trust, can protect assets and minimize state income taxes for investors, particularly in high-tax states.

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Want to Invest in Opportunity Zones? 5 Reasons to Target Low-Income Housing Tax Credits

Combining investment in opportunity zone funds can yield rich tax benefits of low-income housing tax credits (LIHTC).

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IRA Rollover Rules Have Big Consequences

Given the popularity of IRAs and IRA rollovers, it is important to understand the rollover rules so that you do not inadvertently lose tax-deferred status.

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