Financial Poise

Investing

The Ins and Outs of a Venture Capital Investment

Learn about the three most important aspects of a venture capital deal: liquidation rights, management participation and control, and exit rights.

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90 Second Lesson: Fees And Carried Interest, Private Equity Sponsor Compensation Explained

The distribution waterfall for private equity funds is generous to fund sponsors: after fees and carried interest, private equity compensation is over 20%.

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Beyond the Fringe: Alternative Asset Classes Go Mainstream

Alternative asset classes are going mainstream thanks to legislation and fewer publicly traded companies, but are retail investors ready?

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90 Second Lesson: What are BDCs? A Look at the Business Development Company Model

BDCs or Business Development Companies are investing vehicles for funding small businesses. How can BDC investing work for your portfolio?

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Cannabis Companies and the Marijuana Tax: It’s Not Easy Being Green

Cannabis companies are overwhelmed by taxation and restrictions on their expense deductions via Section 208E. Could new legislature ease the pressure?

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Liquid Alternatives Feel More Fluid to New Investors

Over the last decade, investors have pursued alternative investments that rival hedge funds without the same risks. The result: liquid alternative funds.

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Crowdfunding Risks: An Argument Against Investing Through Equity Crowdfunding

The JOBS Act does not require startups to have an independent board. Coupled with poor investor education, crowdfunding risks often outweigh benefits.

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Film, Fine Dining, and West Side Story: A Warning on Risky Investments

Vanity investments in Hollywood or trendy restaurants are not just risky investments, they’re some of the riskiest. Should you invest, and if so, when?

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Investing Basics For Beginners Installment #6: “Regression Toward The Mean”– A Hoity Toity Term Every Investor Should Understand

Understand the hoity toity phrase “regression toward the mean” and how its meaning applies to your investment portfolio.

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The Stock Market is Way Up in 2023- Is it Time to Sell?

As of 2023, the stock market is up higher than it’s been. Does that mean it could be time to sell?

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