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.
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
An Introduction to the World of Angel Investing
Angel investors are wealthy individuals who invest in promising startups, but more than money, angel investing requires business savvy and good judgment. Read More
Crowdfunding Risks: An Argument Against Investing Through Equity Crowdfunding
Crowdfunding Disadvantages Outweigh the Potential The private markets have been giving the public markets a run for their money due to fewer reporting regulations and an expanding definition of the very people who are allowed to invest in private securities. But these go-go signals are overlooking crowdfunding risks. The SEC has recently proposed to expand […] Read More
Blue Sky Laws: A Primer for Accredited Investors
An Introduction to “Blue Sky” Regulations Blue Sky Laws – state securities laws – have been a part of the American legal landscape since the early days of the Twentieth Century. Kansas is credited with adopting the first Blue Sky Law in 1911. By providing for registration and administrative review of securities offerings, and requirements […] Read More
Accredited Investor Installment 12: Tangible Investments
Tangible investments, or investments in things that you can touch and physically experience, can delight both your inner child and investment portfolio. Read More
Is Website Flipping a Worthy Investment?
Website flipping is investing in an existing website, improving it to increase value and selling it for a profit. Should you invest in virtual real estate? Read More
Show Me the Money! A Closer Look at Investing in Coins
Investing in Rare Coins is More than a Hobby Having collectibles as an investment can be a great way to diversify your portfolio and cut down on risk. The general rule of thumb? Invest in what you love when it comes to collectibles, such as investing in coins. If your collection doesn’t realize a return, […] Read More
Do Real Assets Outperform Stocks and Bonds?
The Pros and Cons of Real Assets You know what they say about investing in land: “They’re not making any more of it.” And you may have heard people say this about investing in wine: “If I run out of money, I can always drink it.” The point is, real assets, whether land and water, […] Read More
Finding Your Deal Flow in Private Investing
Discover the three ways to increase your deal flow as a private investor: personal referrals, groups and associations, and online platforms. Read More