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.
Pricing Commercial Real Estate: The Cap Rate Formula
Investors use the cap rate formula (ratio of net operating income to purchase price) to price real estate. Find the cap rate for commercial real estate. Read More
Exploring Opportunity Zone Tax Benefits for Real Estate Investors
Qualified Opportunity Zone (QOZ) funds reduce taxes on real estate capital gains, but are opportunity zone tax benefits better than those of 1031 Exchanges? Read More
What is an Angel Investor and What Motivates Angels to Invest?
What is an angel investor and what is it not? Learn the difference between angels and VCs, as well as the financial and nonfinancial benefits of angel investing. Read More
Creating Wealth 101: Use It (Or Not), You Will Lose It
Buying and nurturing private companies consumes more time than most other forms of investing but there’s no better way to build wealth. Read More
Portals & Broker-Dealers: Comparing Types of Investment Intermediaries in Crowdfunding
Two investment intermediaries in equity crowdfunding, portals and broker-dealers, require different levels of due diligence. Which is right for you? Read More
Fundamentals of Corporate Structures and Their Effects on 4 Types of Equity Offerings
Four types of equity offerings issued by LLCs & corporations have benefits & drawbacks for investors. Learn about stock, LLC units and convertible debt. Read More
Can You Get Wealthy Buying Farmland as an Investment?
Plant-based diets, the consistently high value of farmland and new investor platforms have made buying farmland as an investment a good way to make money. Read More
The Complexity of Real Estate Investment Partnerships
Buying property via real estate investment partnerships requires trust and due diligence in the right partner, whether it be family, friends or a professional. Read More
Lessons from Shark Tank: Is Reality TV Investing the Real Deal?
Pitching to investors is nothing like it looks on reality tv, but entrepreneurs and investors can still learn lessons from Shark Tank theatrics. Read More
6 Reasons Private Equity Makes a Great IRA Investment Option
A private equity IRA investment has its benefits, from tax advantages to increased diversification. Learn more about this IRA investment option. Read More