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.

Asset class performance review Oct

Asset Class Performance Review for October 2022

With November well upon us, it’s time to take a look at asset class performance during October. To be clear, there is disagreement over what constitutes an ‘asset class.’ There […]

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Giving money to charity

Using Your Assets for Good: Incorporating Charitable Giving Into Your Financial or Estate Plan

Charitable giving is a rewarding process, but donors should be aware of the tax implications (and benefits) of each philanthropic approach.  

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Justin Timberlake Investments Go Bai, Bai, Bai and Stay N'Sync

Justin Timberlake’s Investments Go Bai, Bai, Bai and Stay N’Sync

It’s almost like Justin Timberlake’s investments can’t go wrong — except when they do. The former N’Sync frontman and Mickey Mouse Club kid pop superstar made a name for himself […]

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deal terms

Evaluating Deal Terms in Crowdfunding Investments Part 1: Straight Equity

Angel investing, in this case through crowdfunding platforms, involves at least one step that you don’t normally undertake when investing in public securities: evaluating deal terms. For most investors, crowdfunding […]

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investing in wine

Investing in Wine – Assets in the Red (and White)

Investing in wine has historically offered greater annual returns than both stocks and bonds. Learn about wine funds or how to make a DIY wine investment. 

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101 exchange

Putting off the Tax Collector – 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: Primer for Private Company C-Suite Executives

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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Green Investment Lessons from a Zombie Apocalypse

It’s Halloween time, which means all sorts of ghosts and ghoulies are en vogue. It’s also peak season for The Walking Dead fans. If you’re not familiar with the show, […]

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investment strategies

Going All-In: Investment Strategies from the Poker Table

Take a lesson from poker, where an increasing number of sharks are chasing fewer fish. Today’s investors must raise their skill level over other investors or (cue Jaws theme music) bad things can happen.

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How to Target Regulated Equity Crowdfunding Deals

How to Target Regulated Equity Crowdfunding Deals

All Americans, regardless of income or net worth, can invest in shares of startups and fast-growing small businesses through equity crowdfunding websites, also known as funding portals. It’s an adventurous […]

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