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.
The Complexity of Real Estate Investment Partnerships
Buying property via real estate investment partnerships requires trust and due diligence in the right partner, whether it be family, friends or a professional. Read More
Lessons from Shark Tank: Is Reality TV Investing the Real Deal?
Pitching to investors is nothing like it looks on reality tv, but entrepreneurs and investors can still learn lessons from Shark Tank theatrics. Read More
Accredited Investor Installment #13: Closing Thoughts
Liquid assets like stocks are not safer than alternative assets, like private equity, just because they are publicly traded. Liquidity and risk are not the same. Read More
3 Categories of Startup Growth Potential
There are three categories of startup growth: lifestyle, middle market and high-growth. Growth potential is the key for investors seeking high ROI. Read More
Crowdfunding Syndicated Loans: An Alternative for Real Estate Debt Investors
Investing in real estate debt requires market expertise. Investing in a syndicated loan through a crowdfunding platform offers diverse lender expertise. Read More
Warren Buffett Speaks Out on Independent Director Performance
Warren Buffett’s annual letter is critical of independent directors of public companies—but can their bad behavior influence private companies as well? Read More
The $68 Trillion Great Wealth Transfer Is Coming: What Most Advisors are Missing
The great wealth transfer from boomers to millennials is just around the corner, but are financial advisors overlooking boomer women and wealth? Read More
Understanding Behavioral Finance and Your Financial Advisor’s Biases
Your advisor is not immune to behavioral finance biases, such as overconfidence or loss aversion. How does behavioral finance affect your investments? Read More
In Wake of Tax Reform, Private Placement Life Insurance Has a Rising Role
Trump’s tax reforms eased tax rates on America’s wealthiest, which means opportunities in the private placement life insurance marketplace. Read More
Life After Bonds: Alternative Investment Ideas for Boomers
Americans’ current retirement investment strategy can no longer rely on bonds to ensure longevity. Consider these alternative investment ideas. Read More