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.

Surviving the Apocalypse with Alternative Assets

When the apocalypse hits, assets like gold won’t help you survive. Why should you invest in tangible assets such as farmland and water instead? 

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Don’t Wait to Sell the Company

A business owner refused to sell the company amidst a changing market and growing debt. Here’s why waiting too long to sell hurt his business exit. 

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Size Should Not Matter: Exchange Traded Funds Selections

Given the wealth of options, investing decisions can be overwhelming. Narrow the field with your exchange traded funds (ETF) selections and keep it simple.

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Alternative Assets and the “Average” Accredited Investor Installment #9: Venture Capital Investing

Whether you are a lone wolf angel, part of an angel group, or investing in a VC fund, the threshold question is: is investing in venture capital for you?

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What Investors Need to Know about Equity Crowdfunding: Part 2

There is considerable potential in equity crowdfunding, but all investors should be aware of the advantages and disadvantages to such investing.

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The Top Angel Investors and Venture Capital Fund Managers 2019

A Rankings Review Thanks to CB Insights, Mattermark and Preqin, it’s now easier to find top venture capital fund managers based on performance, fees and follow-on investments. The institutional alternative […]

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Global Wealth 2019

Essential (and Some Surprising) Facts Credit Suisse’s Global Wealth Report is one of the most comprehensive analyses of the world’s wealth and provides keen insights into the health of the […]

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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 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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