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.
Using Free Cash Flow vs. EBITDA to Determine Return on Investment
The return on your investment depends on how your investment is structured and is not necessarily the same as the performance of the company. How’s an investor to measure?
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3 Real Estate Investment Types and Cash Flow Potential
Optimizing Returns in Core, Value-Add and Development Real Estate When investing in real estate, there are a variety of factors that can influence the stability of your cash flow, as well as your upside potential and overall projected return. One such factor is the amount of property improvements necessary in the early stages of your […]
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Size Should Not Matter: Exchange Traded Funds Selections
Given the wealth of options, investing decisions can be overwhelming. Narrow the field with your exchange traded funds (ETF) selections and keep it simple.
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Not Knowing Your Retirement Account’s Fees Can Cost You Plenty
As a retirement plan sponsor, can you justify its mutual fund fees? Find out how to identify and assess plan fees to the benefit of employees.
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What Is An ESOP and Do You Want One? Pros and Cons of the Employee Stock Option Plan
Handled well, the ESOP functions as a means of financing the ownership transition of a closely-held business in a tax-favored manner. But it’s not right for everyone.
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When Should a Seller Sign a Letter of Intent?
A letter of intent is used in the purchase and sale of a business to set forth the framework for the negotiation of definitive transaction documents and closing of a transaction. Normally, a letter of intent does not create a binding contractual obligation to purchase or sell the business. However, a non-binding letter of intent […]
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What are Private Placements?
What is a private placement? Read Financial Poise’s guide to private placement types, rules and private placement memorandums.
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An Initiation Into Private Equity Funds
Most people are familiar with the concept of a stock exchange and publicly traded shares of companies that are listed there. But the private equity market is less well-understood.
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Seven Things to Consider Before Making a Private Equity Investment
When it comes to stocks and bonds in the public equity market, prices can reflect new data quickly, and almost everyone is privy to the same information. However, there is a second, much larger market—the private company market—that has the potential for outsized returns and portfolio diversification through private equity investment. But how do you select a fund (and a fund manager)?
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The Farm Crisis of 2019: History Repeats with Ag Sector Debt
The last major farm crisis is now 40 years in the rear view, but today’s farmers are experiencing a parallel phenomenon, especially where it comes to farm sector debt.
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