The primary mission of Financial Poise™ is to provide reliable plain English business, financial, and legal education to individual investors, entrepreneurs, business owners, and executives, and to help trusted advisors do the same.
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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.
Reading and Writing a Letter of Intent
Think of the LOI as akin to a father asking his daughter’s date, “What are your intentions with my daughter, young man?” but doesn’t have to be that intimidating. Read More
Equity Crowdfunding for the New Angel Investor
Discover how to plan your equity crowdfunding investments thoughtfully to navigate risk as a new angel investor. Read More
Want to Invest in Opportunity Zones? 5 Reasons to Target Low-Income Housing Tax Credits
Here’s why you should combine your investment in opportunity zone funds with the rich tax benefits of low-income housing tax credits. Read More
An Initiation Into Private Equity Funds
Get to know the most important basics of private equity funds, from history and the current market to risk and due diligence. Read More
Three Reasons the Consumer Goods Industry Should Be On Every Investor’s Radar
Investing in the consumer goods industry provides moderate but stable returns. Diversify your portfolio with common consumer staples. Read More
Investing in Cannabis: How Investors are Chasing the High
As the Senate Majority Leader proposes to legalize marijuana under federal law, is it time to start investing in cannabis? Read More
Alternative Asset Investments May Help When Stocks Decline
It’s not smart to put all your eggs in one basket. Investors should consider alternative asset investments to protect against volatility. Read More
Precious Metals Investing: The Do’s and Don’ts
Profiting from precious metals is an easy and smart way to build a balanced portfolio. Here’s how to delve into precious metals investing. Read More
Business Valuation Is More Art Than Science
Business valuation professionals approach valuation methods with subjectivity, which requires special consideration when determining value. Read More
Pandemic Leads to Rising Lumber Prices in 2021: What It Means for Homeowners
With more people working on home projects during the pandemic, demand for lumber has led to rising lumber prices and industry shifts. Read More