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.

A Few Minutes With…Sharestates’ CEO Allen Shayanfekr

Allen Shayanfekr is the CEO and Founder of online real estate investment platform Sharestates. In a little more than a year, Sharestates announced this month, the company has crossed the $100 million mark in loans originated.

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A Few Minutes With…Michelle Gershfeld

Michelle Gershfeld has spent nearly 30 years as a lawyer, specializing in bankruptcy law. She began her career in 1989 at Milbank, Tweed, Hadley and McCloy, LLP, and later joined David Kittay’s law firm, first in Manhattan and then in Westchester County, and found her niche specializing in bankruptcy law.

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A Few Minutes With…Josh Maher, Investor and Author of Startup Wealth 

Josh Maher is the president of Seattle Angel, a not-for-profit organization focused on strengthening the startup capital market in the Pacific Northwest. Maher is a Seattle-based investor and consultant with nearly 20 years of experience building and investing in new-technology businesses. He is the author of the bestselling book “STARTUP WEALTH: How the Best Angel Investors Make Money in Startups,

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Crowdfunding Company Offers Variable Returns Topping at 10%

In Episode 62 of Accredited Investor Markets Radio, host Chris Cahill chats with Philippe de Lapérouse, Managing Director of HighQuest Partners, who advises major strategic and financial investors operating and investing globally across the food, biotech and bioenergy value chains.

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Investing in Water: A Review of Outstanding Books

While global water supply has remained constant over millions of years, the demand has increased six-fold just in the last century. The rate of demand is increasing roughly double the rate of population growth due to irrigation, mining, manufacturing, and other industrial uses as well as household and commercial consumption. Today 40 percent of the people on earth live in water-scarce conditions—that will grow to 60 percent by 2025.

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iDisclose Generates 80%-Final-Draft PPM for Under $5,000

iDisclose is a new web-based, do-it-yourself, automated PPM generator that is much more than a mere template. iDisclose operates much as TurboTax does: The way you answer one question opens up a customized set of drill-down follow-up questions, so the entire document is granularly customized for each issuer. It works for a range of securities, including preferred and common stock as well as convertible debt.

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A Few Minutes With…Neha Manaktala, CEO and Co-founder, DealIndex

Neha Manaktala is co-founder & CEO of DealIndex, a young alternative finance aggregator. Founded in 2014, DealIndex is part of The Grow VC Group. Manaktala has a background as an entrepreneur and finance professional with experience in investment banking, private equity and startups.

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A Few Minutes With…Scott Picken of Wealth Migrate

Scott Picken is the author of “Property Going Global” and the founder and CEO of Wealth Migrate, an online global real estate investment marketplace. An expert in the intersection of technology and global real estate markets, Picken combined his lifelong passion for IT with 17 years of real estate investment experience to actualize the dream of Wealth Migrate as a crowdfunding platform.

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A Few Minutes With…Marshall Saunders, Managing Partner, SaundersDailey

Marshall Saunders is a real estate veteran with two decades of experience and the co-founder and managing partner of SaundersDailey, an online investment marketplace connecting investors to exclusive real estate opportunities, with low minimum investments, in select markets throughout the Midwest.

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A Few Minutes With…Sandy Chaikin, Co-Founder of Chaikin Analytics

Sandy Chaikin is Co-Founder of Chaikin Analytics, a ground-breaking desktop and mobile stock research and analysis platform. With no prior experience, Sandy started investing in 2012 with Chaikin Analytics and built a portfolio that has consistently outperformed the S&P 500 and most money managers. She spotted the two best-performing stocks of 2014 and bought at the right time – both stocks rose over 125% during that year. Sandy is living proof that you don’t have to be a financial expert to pick winning stocks.

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