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.
Risk-Reward Trade-Off: What 3 Venture Capital Investment Opportunities Teach Us
Three venture capital investment opportunities prove that VC offers a wide range of risks alongside potential rewards. Read More
Timeshare Ownership is the Fabulous Getaway You’ll Never Escape
Timeshare ownership is a popular way to vacation each year, but beware: purchasers don’t get the benefits of a true real estate investment. Read More
Investing in a Real Estate Syndication: A Simple Guide
Investing in a real estate syndication allows investors with less capital, time and managerial experience to invest in a pooled fund. Read More
The Financial Urban Dictionary: A Financial Planning Glossary to Help You Speak with Your Advisor
Don’t let fancy financial advisor language intimidate you. This financial planning glossary explains the jargon with flare. Read More
5 Steps to Investing in Real Estate with a Self-Directed IRA
Want to grow your wealth, diversify your assets and get tax benefits? Using a self-directed IRA to invest in real estate may be for you. Read More
4 Angel Investing Lessons from an Angel Group Veteran
Want to be an angel? These angel investing lessons will help you make the right (and polite) approach with entrepreneurs. Read More
An AI Future is Coming: How Businesses and Investors are Capitalizing
Robots? Automation? Don’t be afraid! Here’s how an AI future offers opportunities to see returns for both businesses and investors. Read More
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