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.

The Hidden Risks in Leveraged Finance

What used to be a highly structured process with clear lender protections is now defined by complexity, flexibility, and creative legal engineering.

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A Brief Overview of Investing in Life Settlements

As seniors move to sell their life insurance policies for extra income, investing in life settlements has become a popular asset class.

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1031 Exchanges: A Win-Win for Both Taxpayers and the Economy

1031 exchanges aren’t just a crucial tool to help investors defer taxes; they also help to stimulate the broader US economy.

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Decoding the Commercial Litigation Finance Market Process

Commercial litigation finance has grown from a niche concept into a mainstream financial tool for businesses and law firms.

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Life Sciences Industry Basics

The life sciences industry is one of the economy’s most complex with a unique rhythm, risk profile, and regulatory framework.

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Beginner’s Guide to Venture Capital Investment and Returns

SEC rules now allow broader access to venture capital investment though risks are high and diversification is critical.

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Evaluating Online Hedge Fund Platforms: Not All Are Created Equal

Since the SEC lifted a ban on general solicitation, investors can find deals through hedge fund platforms online. But caveat emptor!

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Putting off the Tax Collector – The Basics of 1031 Exchanges

A 1031 exchange can offer tax benefits to real estate investors, so long as you follow the various rules and processes for an exchange.

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An Introduction to the World of Angel Investing

Angel investors are wealthy individuals who invest in promising startups, but more than money, angel investing requires business savvy and good judgment.

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