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.
Recognizing Tipping Points to Keep Family Wealth in the Family
Preserve Wealth by Recognizing Tipping Points Families that have worked extremely hard to build wealth find it even more difficult to preserve that wealth over time. Often, the concern is that a wealthy family could go from shirtsleeves to shirtless in three generations. The first generation creates the wealth. The second generation consumes the wealth and the third […]
For Better Venture Capital Value and Returns, Look to the Midwest
Midwest Is Best When It Comes to Venture Capital Value Readers of my earlier Financial Poise articles may remember this: I am a rare breed, a value investor who also loves to talk venture capital value. Seems strange? I’ll explain. Consider these venture capital stats: Only about 20% of venture capital deals make money. The […]
How Blockchain Technology Will Change Finance Forever
The Financial Market is Reaping the Benefits of New Blockchain Technology Technological advancement is accelerating at an extraordinary rate. Yet, finance and capital markets, which operate within a restrictive regulatory environment, have been resistant to adapt to this phenomenon. The solution? New blockchain technology. The limited adoption that has occurred must co-exist with antiquated systems […]
Five Reasons Why Hiring a Corporate Trustee May Be the Right Move
Death and the Distribution of a Descendant’s Dough A trustee manages the assets, distributions and other obligations under a trust agreement. A corporate trustee is an entity, such as a bank-owned or independent trust company. There are many types of trusts. One of the more common is a testamentary trust. A testamentary trust is a […]
Evaluating Future Hedge Fund Returns: Beyond the Numbers
Driving Future Hedge Fund Returns, Performance With so many articles about “hedge fund performance” popping up recently, investors are right to wonder what is driving this increase in returns and renewed investor interest. With thousands of funds spread across multiple strategies and differing levels of performance, it is critically important to understand drivers of performance […]
Don’t Go It Alone: The Best Advisor You Can Hire Is Worth Every Penny
The Best Advisor You Can Hire Would Hire Herself, Too The best advisor you can hire will be a clever and a creative problem solver who interacts with you with total integrity, honesty, and ethical conduct. The worst? Someone’s goal of growing richer and richer at your expense- and that’s one of the better scenarios. […]
The Risks, Rewards and Challenges of Investing in Real Estate
Get Started Investing in Real Estate If you want to invest your savings prudently, there are plenty of alternatives available. Investing in real estate, savings accounts, stocks and mutual funds, hedge funds, precious metals, oil and gas and cryptocurrencies all each have distinct advantages, drawbacks, risks and rewards. Real estate is an easy way to […]
What You Need to Know About ‘Trade Tariff Talk Tantrums’
What is Given Can be Taken Away Policies from government have driven the markets in the recent past. The domestic equity stock market (i.e., S&P 500) increased 7.3% after Congress passed tax reform. However, steel and aluminum tariff news pulled down the market 3.7%, then tit-for-tat trade tariff talk tantrums with China took the S&P […]
Measuring a Company’s Value: Cash Flow vs. EBITDA for Investment Performance
Editor’s Note: This is an updated version of a similar article published in March of 2015. To view the original, click here. Using Cash Flow vs. EBITDA to Determine Value How do you monitor your investments’ performance? If the company is doing well, does that mean your investment is doing well? When it comes to cash […]
The Many Challenges Ahead for Private Equity Investing
Editor’s Note: This is an updated version of a similar article published in January of 2013. To view the original, click here. Private Equity Investing Has Exploded Over Past 10 Years The mindset in private equity investing doesn’t seem to have changed much since I first wrote about investing in private equity funds for Financial […]
