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.

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.

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Equity Crowdfunding Diversification and Planning

Equity Crowdfunding for the New Angel Investor

Discover how to plan your equity crowdfunding investments thoughtfully to navigate risk as a new angel investor.

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Low-income Housing

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.

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Private equity

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.

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Consumer Goods

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.

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Investing in Cannabis

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?

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Alternative Investments

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.

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Precious Metals

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.

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Art of Business Valuation

Business Valuation Is More Art Than Science

Business valuation professionals approach valuation methods with subjectivity, which requires special consideration when determining value.

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Lumber Prices

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.

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