Financial Poise™ has one mission: to provide reliable plain English business, financial, and legal education to individual investors, entrepreneurs, business owners and executives.
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.
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? Read More
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. Read More
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. Read More
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? Read More
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? Read More
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? Read More
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. Read More
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? Read More
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. Read More
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. Read More