Financial Poise
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Investors

Subscribing to the adage, “give a man a fish and he will eat for a day, teach a man how to fish and he will eat for a lifetime,” Financial Poise offers its audience objective and plain English education about investing. If you are looking for recommendations on particular stocks or looking to make a quick buck trading, you came to the wrong place. Financial Poise teaches investors about the fundamentals of investing for the long term.

venture capital investment

Understanding Venture Capital Investment and Returns

Venture capital, though it can be risky, can generate outstanding returns. Follow our expert VC advice to discover how venture capital works and when to seek it.


Inheriting the Family’s Finances: Helping Boomer Women Survive Financial Transitions

As the baby boomer generation ages, women outlive their husbands more often than not. Too often, the couple’s financial advisors sit across from aggrieved widows who were not involved in money decisions. In this situation, what can boomer women (and their advisors) do to ease the pain and burden?


“Free From” Foods: Invest in the Revolution

Growing up in the ‘70s and ‘80s was very different from today. My favorite sandwich was the classic PB&J. Today, I would be out of luck — most schools in the U.S. don’t allow peanut butter due to the prevalence of life-threatening peanut allergies. I don’t remember any kids with a food allergy while growing up, let alone a life-threatening one. Fast forward to today, and of course we all know food allergies pervade in our schools and society.


Using Leverage in Real Estate Investments

Using Leverage in Real Estate Investments

A loan may cover the gap between the purchase price and available equity or provide funds to make capital improvements to a property (as a construction loan or a line of credit). Buyers may also leverage a property strategically to improve cash flow. This occurs when income generated from operating the property exceeds the cost of the loan.


Better for you food revolution investor

How to Invest and Live with Intent: Plant-Based Diets and a Cleaner Climate

Venture capital, family offices and CPG companies are pouring money into plant-based alternatives for meat, dairy and eggs. Increasingly, people under 40 display concern about their health, climate change and the environmental impacts of industrial livestock farming.


Evaluate Sponors of a Real Estate Investment

Trust me! How to Evaluate Sponsors of Real Estate Investments

The smart real estate investor’s checklist for Deal Sponsor diligence. When considering investing in a passive real estate deal, the qualities of the sponsor are arguably more important than the underlying real estate:


FASB revenue recognition TRUMP

New Revenue Recognition Standards to Impact Wide Array of Business Practices

The Financial Accounting Standards Board (FASB) recently changed revenue recognition standards, introducing many new aspects that accountants need to understand as they advise their clients in 2017.


Real Estate Investments

Real Estate Due Diligence: A simple guide for investment properties

No matter the property type, some diligence items will always be on your checklist. That said, it is critical to understand that your due diligence requirements depend on the type of asset you are investing in. Here is a short list of investment property categories to consider; each comes with a unique set of inquiries necessary to fully understand its risks and opportunities.


Banks Not Trustworthy

Don’t Get Caught in Your Bank’s Trap

You need to be proactive. Check to make sure you’re treated honestly and take action when those expectations are not met. Stay vigilant whether it’s counting your change at the cash register, getting a receipt when you return something to a store to prove that you returned it—or making sure a bank does what it is supposed to do when you pay off a loan.


Real estate syndication: how to invest in larger, more exclusive properties with better yields

Real Estate Syndication: A Simple Guide

Investing in a real estate syndication enables you to acquire a diversified portfolio of properties with the same amount of capital, and without having to undertake managerial or financial burdens.


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