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.

selecting a private equity manager

Critical Considerations When Selecting a Private Equity Manager

Editor’s Note: This is an updated version of a similar article published on February 3, 2016. This article updates, amends and supersedes that earlier article. Nobody Said It Was Easy […]

Read More
The New York City Bar Versus The Litigation Funding Industry

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. […]

Read More
venture capital value

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 […]

Read More
What are GMOs

What are GMOs? Let’s Explore the History, Myths and Issues

With the recent release of the pro-GMO documentary, Food Evolution by Scott Hamilton Kennedy, the safety and labeling concerns of genetically modified organisms (“GMOs”) have been thrust back into the […]

Read More
Theranos

Theranos Revisited

Theranos made headlines for the alleged failure of its signature blood test – and for civil and criminal suits from its stockholders.

Read More

One-on-One With Lex Sokolin of Autonomous Research

Autonomous Research is the leading independent research firm covering the financial services industry globally.

Read More

Financially Fit in Your 40s

Check out the winning essays from the 2016 Financial Poise Essay Contest: Financially Fit in Your 40s.

Read More
Military Saving For Retirement

Military Saving for Retirement

Military life comes with its own unique struggles and benefits, the military retirement plan being just one of them. This paper intends to explore the ramifications of the new military retirement plan and other military financial experiences.

Read More

Save for the Future, But Live for the Now

We are pleased to publish the winning essays from the 2016 Financial Poise Essay Contest: Financially Fit in Your 40s.

Read More
More Venting About the ‘Democratizing’ of Investing

More Venting About the ‘Democratizing’ of Investing

I believe, in fact, that someone heavily invested in the public equity markets (whether directly through stocks or through stock mutual funds) and other widely traded or held asset classes may be irresponsible for not investing in startups. This is because the concept of diversification is commonly misunderstood to mean that as long as you invest in a broad array of stocks you will be well diversified.

Read More
>