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.

white house reflected in a lake, representing the complexity of real estate investment partnerships

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
a grey shark, representing lessons from shark tank

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
a water droplet splashes down, symbolizing liquid assets and alluding to illiquid assets

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
a tulip emerges, representing startup growth potential

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
blue building under construction, representing a syndicated loan for real estate debt

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
pen and paper on a table, representing Warren Buffet's annual letter

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
a baby boomer woman, representing women and the great wealth transfer

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
man talks on telephone, symbolizing behavioral finance biases

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
sand slipst hrough a brown hourglass, representing the need for private placement life insurance

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
man and woman drive in red convertible, symbolizing the benefits of alternative investment ideas

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
1 2 3 29
>