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.

mismatched shoes, symbolizing the differences between private equity and venture capital

Private Equity vs. Venture Capital 101

Venture capital is often tucked under the umbrella of private equity, but investors should know the key differences in private equity vs venture capital.

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Pie piece, representing hedge fund fees taking a slice of profits

Do Managers Take Too Much of the Pie in Hedge Fund Fees?

Hedge funds have trailed the S&P 500 for years, so why are hedge fund fees so high? Hedge fund managers may be changing their tune, according to reports.

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blue skies, representing putting off the tax man with 1031 exchanges

Putting off the Tax Collector – The Basics of 1031 Exchange Rules

Hold off the tax man by following these 1031 exchange rules when selling and reinvesting in new properties.

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unshackled investor, representing Jobs Act 2019

What is the JOBS Act: 2019 Primer for the Private Company C-Suite Executive

A concise guide to each section of the JOBS Act and its effects on investors of various sizes interested in the private capital markets.

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gauzy beach scene symbolizing IRA beneficiaries

Will 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.

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two men work in an industrial space, symbolizing successful startups

Successful Startups are ‘Investable’ Startups: Must-Have Traits and Helpful Practices

A good idea is not enough to attract investors. Does your startup have these 4 traits that successful and “investable” startups all share?

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track and field events, symbolizing private markets

Is 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. 

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Augmented Reality tech, as advertised on crowdfunding sites

The (Thorough) Art of Evaluating Crowdfunding Sites and Title III Offerings 

Crowdfunding investments require introspection on financial and social motivations, as well as due diligence on crowdfunding sites and offering deal terms. 

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The Hollywood sign, symbolizing celebrity investing

3 Smart Moves Made by Celebrity Investors

What do Madonna and Warren Buffett have in common? They both make smart investments. Follow these 3 investing lessons from successful celebrity investors.

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neat group of peoples legs in a circle, representing securities crowdfunding

Securities Crowdfunding: Diversification Everyone Can Enjoy

Regulation crowdfunding gives average investors more access to private securities. Determine the maximum you can invest and create your 5-year plan.

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