Financial Poise

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.

Do early-stage startups like SAFE notes?

What is a SAFE Note and Does It Benefit Founders and Investors Alike?

What is a SAFE note, and why do startups and investors prefer them over convertible debt and other offered securities today?

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Avoid taxation following these IRA rollover rules

Little-Known IRA Rollover Rule Has Big Consequences

Avoid making the Forbes Top Tax Cases list with a review of the IRA rollover rule, which limits the number of IRAs you can rollover per year.

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Conservative investor allocating assets

Laws of Attraction: Can a Conservative Investor Love Venture Capital too?

You can be a conservative investor and dabble in venture capital, despite its risks—it’s all about diversification and doing your homework.

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Alternative assets go mainstream

Beyond the Fringe: Alternative Asset Classes Go Mainstream

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

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Investing in life settlements

A Brief Overview of Investing in Life Settlements

As seniors move to sell their life insurance policies for extra income, investing in life settlements has become a popular asset class. How can you profit?

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Basics of convertible debt offerings

The Basics of Convertible Debt Offerings Under Title III

Title III convertible debt offerings allow for not-yet-profitable startups to secure funding without valuation disagreements. But what about the investors?

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photo of glass buildings, representing how to find the cap rate formula

Pricing Commercial Real Estate: The Cap Rate Formula

Investors use the cap rate formula (ratio of net operating income to purchase price) to price real estate. Find the cap rate for commercial real estate.

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image of high rise building symbolizes opportunity zone tax benefits and qoz exchanges

Exploring Opportunity Zone Tax Benefits for Real Estate Investors

Qualified Opportunity Zone (QOZ) funds reduce taxes on real estate capital gains, but are opportunity zone tax benefits better than those of 1031 Exchanges?

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start-up bro CEO on the phone asking his broker what is an angel investor and what are the benefits of angel investing

What is an Angel Investor and What Motivates Angels to Invest?

What is an angel investor and what is it not? Learn the difference between angels and VCs, as well as the financial and nonfinancial benefits of angel investing.

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one loafer foot, one homeless foot, representing the concept of creating wealth creation

Creating Wealth 101: Use It (Or Not), You Will Lose It

Buying and nurturing private companies consumes more time than most other forms of investing but there’s no better way to build wealth.

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