Financial Poise

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.

alternative investments

Alternative Assets and the “Average” Accredited Investor Installment #2

Meet Bob, Michele, David, and Isabella Meet Bob (and  Michele, David, and Isabella) Bob lives in Middle America, where he owns a nice house in a middle-class neighborhood and drives […]

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alternative assets

Alternative Assets and the “Average” Accredited Investor Installment #1

Who Is This Series For? This series of articles is written for the average “accredited investor.” An “accredited investor” is a legal term that refers to anyone (a) whose net […]

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The New York City Bar Versus The Litigation Funding Industry

The New York City Bar Versus the Litigation Funding Industry

Let’s Talk Litigation Funding A July 30, 2018, legal ethics opinion from the New York City Bar Association (“NYCBA”) raises concerns about a common structure used for funding of litigation. […]

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venture capital value

Venture Capital Value and Returns in 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 […]

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One-on-One With Lex Sokolin of Autonomous Research

Autonomous Research is the leading independent research firm covering the financial services industry globally.

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Military Saving For Retirement

Military Saving for Retirement

Financially Fit in Your 40’s essay by student Kelsey King compared and contrasted service members’ military savings for retirement plan options.

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save for the future live for the now

Save for the Future, But Live for the Now

Learning to save for the future may be one of life’s most important lessons. Starting young will pay the greatest dividends.

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More Venting About the ‘Democratizing’ of Investing

More Venting About the ‘Democratizing’ of Investing

I believe, in fact, that someone heavily invested in the public equity markets (whether directly through stocks or through stock mutual funds) and other widely traded or held asset classes may be irresponsible for not investing in startups. This is because the concept of diversification is commonly misunderstood to mean that as long as you invest in a broad array of stocks you will be well diversified.

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iDisclose Generates 80%-Final-Draft PPM for Under $5,000

iDisclose is a new web-based, do-it-yourself, automated PPM generator that is much more than a mere template. iDisclose operates much as TurboTax does: The way you answer one question opens up a customized set of drill-down follow-up questions, so the entire document is granularly customized for each issuer. It works for a range of securities, including preferred and common stock as well as convertible debt.

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Equity Crowdfunding Performance Review: Billions for Startups, But What about Returns for Investors?

There is no lack of statistics about how much capital has been raised, and how those dollar amounts have increased year over year, in the new asset class called securities crowdfunding. The statistics about investor returns have been much less forthcoming, partly because securities crowdfunding is only a few years old, but also because investor returns are not as “transparent” as offerings and sales on funding platforms.

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