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.

serious-faced lady talking on a smartphone, representing crowdfunding due diligence

Portals & Broker-Dealers: Comparing Types of Investment Intermediaries in Crowdfunding

Two investment intermediaries in equity crowdfunding, portals and broker-dealers, require different levels of due diligence. Which is right for you?

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two men sit at monitors, representing four types of private equity investments

Fundamentals of Corporate Structures and Their Effects on 4 Types of Equity Offerings

Four types of equity offerings issued by LLCs & corporations have benefits & drawbacks for investors. Learn about stock, LLC units and convertible debt.

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windmill on windswept plains represents buying farmland as an investment

Can You Get Wealthy Buying Farmland as an Investment?

Plant-based diets, the consistently high value of farmland and new investor platforms have made buying farmland as an investment a good way to make money.

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white house reflected in a lake, representing the complexity of real estate investment partnerships

The Complexity of Real Estate Investment Partnerships

Buying property via real estate investment partnerships requires trust and due diligence in the right partner, whether it be family, friends or a professional.

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a grey shark, representing lessons from shark tank

Lessons from Shark Tank: Is Reality TV Investing the Real Deal?

Pitching to investors is nothing like it looks on reality tv, but entrepreneurs and investors can still learn lessons from Shark Tank theatrics.

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IRA investments for families

6 Reasons Private Equity Makes a Great IRA Investment Option

A private equity IRA investment has its benefits, from tax advantages to increased diversification. Learn more about this IRA investment option.

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a water droplet splashes down, symbolizing liquid assets and alluding to illiquid assets

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.

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a tulip emerges, representing startup growth potential

3 Categories of Startup Growth Potential

There are three categories of startup growth: lifestyle, middle market and high-growth. Growth potential is the key for investors seeking high ROI.

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blue building under construction, representing a syndicated loan for real estate debt

Crowdfunding 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.

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pen and paper on a table, representing Warren Buffet's annual letter

Warren 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?

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