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 5 Do’s (and 4 Don’ts) of Precious Metals Investing
To Make a Profit, Know the Do’s and Don’ts Many people who consider themselves savvy investors have little or no direct experience with alternative investments, such as precious metals. The reasons for that are diverse and plentiful, but some of the more common are: risk aversion due to the complexity of the subject; price fluctuation; […]
Read These Books to Get Smart About Personal Finance and Investing
Thirteen Guidebooks for Building and Holding Wealth Hiring a professional to manage your investments is not akin to hiring a plumber, car mechanic, or even attorney. To hire any of these three professionals it is neither necessary nor likely that to first teach yourself about plumbing, car engines, or the law. Personal Finance & Investing, […]
The 8 Essential Questions About Raw Land Investments
Investing in raw land is an exciting prospect, with important considerations If you’re in the market for a solid, long-term investment, raw land – undeveloped land that has not yet been improved or built upon – may be worth a look. Although raw land investments do come with potential risks and drawbacks, the benefits can […]
AMG Funds Survey Finds Investors Confident in Economy
New Survey Explores Investment Preferences and Generational Differences Nearly two thirds of wealthy investors now feel optimistic about the economy, according to a new survey from AMG Funds. Titled “Wealth Management Trends in America,” the survey polled 1,000 individual investors with investable assets of more than $250,000, and found that among that group, 60% feel […]
3 Overseas Markets (That Still Are) Terrific Investing Opportunities
A Fresh Look at Iceland, Botswana and Chile [Editor’s Note: An earlier version of this article was first published June 9, 2015. This version has been updated with current statistics. The article’s author, Mike Brady continues to endorse these three countries as investment opportunities.] Overseas markets are loaded with opportunity, but for many investors, […]
CHAPTER 3: Alternative Assets and the “Average” Accredited Investor
Overview of the Jumpstart Our Business Startups Act of 2012 Editor’s Note: This is the third installment in a series of articles dedicated to the 95% of people in the U.S. who have never invested in a startup, a venture capital fund, a private equity fund, or a hedge fund even though they are permitted […]
Wealthy Still Investing In Stamps Amid Overall Slide in Value
Billionaire Philatelists Chase Trophy Specimens There’s been a dramatic divergence of fates in the world of stamp collecting when it comes to investment values. Billionaires still trophy hunt ultra-rare specimens, but most stamps have seen their values collapse due to dwindling demand. Is Investing In Stamps Now Just for the Wealthy? At the rarified end of […]
Qualified Opportunity Zone Funds: A New Tool for Real Estate Investors
2017 Tax Cut Created Incentives and Flexibility for QOZ Investment A new tax incentive that has been gaining a lot of attention recently is the Qualified Opportunity Zone Fund. Like existing tax incentives, the Qualified Opportunity Zone (QOZ) provisions permit investors to reduce their taxes by investing in certain areas designated as disadvantaged or underdeveloped. […]
CHAPTER 2: Alternative Assets and the “Average” Accredited Investor
Meet Bob, Michele, David, and Isabella Editor’s Note: this is the second installment in a series of articles dedicated to the 95% of people in the U.S. who have never invested in a startup, a venture capital fund, a private equity fund, or a hedge fund even though they are permitted to do so and […]
How to Pursue Your Family Purpose (And Why You Should)
How Your Family’s Mission, Vision and Values Can Make You Wealthy and Fulfilled Wealth is a means to an end – living a great life. Successful families work hard to build wealth, not for the sake of achieving some number on a balance sheet, but because they want the wealth to support their family life. As […]
