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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.
Real Estate Due Diligence: A Simple Guide for Investment Properties
When it comes to investing in real estate, do your homework before you pull the trigger. Learn the best ways to accomplish real estate due diligence. Read More
Cannabis Companies and the Marijuana Tax: It’s Not Easy Being Green
Cannabis companies are overwhelmed by taxation and restrictions on their expense deductions via Section 208E, but new legislature may ease the pressure. Read More
The ESG Investor and the Food Revolution: Embracing a Plant-Based Diet
How a Plant-Based Diet Promotes Good Health and Socially Responsible Investing I went vegan about three years ago, based on the research that I was doing on food, nutrition and agriculture. Since that time, I have become an evangelist for a whole food plant-based diet because of the life-changing impact it has had on me. […] Read More
Are Investors Still Happy with Private Equity Performance?
Private equity investors say expectations were met throughout the last decade. Going into 2020, is private equity performance still meeting forecasts? Read More
Heeding the Unicorn’s Call: How to Invest in Private Companies as Public Stocks Shrink
How Does the Average Investor Invest in Private Equity? Historically, private market investments have typically outperformed investments in public stocks. In addition, while private equity has grown from a $30 billion asset class in 1995 to more than $4 trillion today, the number of publicly held companies has dropped nearly 50% since 1996, according to […] Read More
Making Charitable Donations: Seven Practical Considerations
Being Selfless While Also Watching Out For Your Wallet You may desire to be philanthropic, but handing over money may not be the most effective way to make charitable donations. Donors must confront many issues before making substantial gifts to a charity. If you’re considering making a donation to a nonprofit, here are seven practical […] Read More
Why Your RIA Fears Private Equity Investments
RIAs Lack in Alternative Investment Offerings for Their Clients Registered investment advisors (RIAs) have never been the preferred vehicle for finding alternative investment opportunities, especially private equity. Large private equity funds are not easy to access, nor is private equity always easy to understand. But clients are becoming curious. In a 2019 RIA Sentiment Survey […] Read More
The Risks, Rewards and Challenges of Buying Real Estate
Investing in Real Estate for Beginners Property values are rising in smaller cities, renting remains popular in first-tier cities, and many Millennials are entering the housing market for the first time. There are plenty of opportunities for buying investment real estate, whether you’re looking to rent a property out yourself or make passive investments through […] Read More
How Not to Buy Pre-IPO Shares Back Then: What About Today?
It’s A Whole New World We have published a number of articles to help investors understand how to purchase pre-IPO shares and the potential risks and rewards of doing so. The Beginning Our first foray into the area was an article written by Robert Rapp, “A New Private Trading Platform for Restricted Securities: Liquidity for […] Read More
Private Equity Fund of Funds: 2020 and Beyond
A private equity fund of funds or FOF gives investors access to otherwise selective funds, but can it compete with the wider PE market in the future? Read More