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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.
Accredited Investor Installment #13: Closing Thoughts
Liquid assets like stocks are not safer than alternative assets, like private equity, just because they are publicly traded. Liquidity and risk are not the same.
Read MoreCrowdfunding Syndicated Loans: An Alternative for Real Estate Debt Investors
Investing in real estate debt requires market expertise. Investing in a syndicated loan through a crowdfunding platform offers diverse lender expertise.
Read MoreWarren Buffett Speaks Out on Independent Director Performance
Warren Buffett’s annual letter is critical of independent directors of public companies—but can their bad behavior influence private companies as well?
Read MoreThe $68 Trillion Great Wealth Transfer Is Coming: What Most Advisors are Missing
The great wealth transfer from boomers to millennials is just around the corner, but are financial advisors overlooking boomer women and wealth?
Read MoreThe Doctor and the Drug Dealer: A Parable of Registered Investment Advisers and Broker-Dealers
“Regulation Best Interest” and the Growing Concern for Conflicts of Interest While having drinks with David Colton of Gresham Partners, LLC, he made an interesting analogy to describe the fiduciary […]
Read MoreDo 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 […]
Read MoreWill an Unapologetic Tax Hike Affect Your 401(k) or IRA Beneficiaries?
You worked a lifetime to grow your retirement fund. Now, pending bills in DC may speed taxes on retirement benefits and impact 401k and IRA beneficiaries.
Read MoreIs the Private Market Defeating the Public Market?
Regulatory changes and the burdens of public finance have led IPOs to lose value. Now, companies and investors are finding value in the private market.
Read MoreDon’t Get Emotional: The Reason for a Sluggish Average Investor Return
Why does the average investor return lag the S&P 500? Overconfident investor behavior and poor financial advising have led mutual fund investors down a bad path.
Read MoreAlternative Assets and the “Average” Accredited Investor Installment #10: Private Equity, aka PE Investments
Private equity investments, aka PE investments sound like an exclusive club. But many people are elibigle for this potentially lucrative investment vehicle.
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