Financial Poise


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.

Accredited Investors Alternative Assets Investing

Episode 3 with Chris Tyrrell

Why aren’t Accredited Investors investing? In Episode 3 of Accredited Investor Markets Radio, AIMkts Managing Editor Alicia Purdy interviews founder and CEO of OfferBoard, Chris Tyrrell, to discuss some of the reasons alternative assets are getting passed up by Accredited Investors. Chris offers his insights into various alternative investment options and how they compare to traditional investment methods and he also offers advice on where accredited investors can start if they are interested in diversifying.

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Accredited Investors Investing Natural Resources

Episode 4 with Jason Stevens

In Episode 4 of Accredited Investor Markets Radio, host Chris Cahill, explores investing in natural resources with Jason Stevens. Jason is an Investment Executive with Sprott Global, a U.S. broker-dealer focused on natural resource sectors including precious metals, base metals, oil and gas, agriculture, water, and alternative energy.

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Accredited Investors Investing SEC

Episode 2 with Robert Rapp

There has been much discussion about the changes that may be coming in the wake of the recent SEC Investor Advisory Committee meeting, where they considered changing the definition of the term Accredited Investor. In Episode 2 of Accredited Investor Markets Radio, Alicia Purdy explores what this proposal means with guest, Robert Rapp. Robert, a partner in the Securities and Capital Markets Practice of Calfee, Halter & Griswold, LLP, weighs in on the impact of changing this definition, the thought process behind it and what to expect moving forward.

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Episode 1 with Vanessa Schoenthaler

In the debut Episode of Accredited Investor Markets Radio (Now Financial Poise Radio) our host, Chris Cahill, explores the significance of new changes in the JOBS Act with guest, Vanessa Schoenthaler. Vanessa, a New York securities attorney and founder of firm Qashu & Schoenthaler, explains what it means to be an accredited investor and the importance of lifting the ban against general solicitation.

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A Few Minutes with…Jorge Newbery, CEO of American Homeowner Preservation

American Homeowner Preservation is a platform that not only provides a means for accredited investors to earn a respectable return on their money through investing in local real estate, but also provides homeowners sustainable solutions to be able to keep their homes. AIMkts recently sat down with Founder and CEO Jorge Newbery to find out how it works.

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A Few Minutes with… Henry Ward, CEO of eShares

eShares issues electronic shares for private companies and then acts as the registration agent for those companies. To use the service, a company sets up an account and designates certain people who can issue and sign certificates. eShares then manages the workflow of getting existing shares entered into the system.

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The 90-second lesson series investigates key financial terms

90 Second Lesson: What are BDCs? A Look at the Business Development Company Model

A Business Development Company (BDC) is an investment vehicle that invests in small and medium-sized businesses. BDCs are similar to venture capital and private equity because they provide investors with a way to invest in small companies. Unlike VC and PE funds, however, BDCs are open to non-accredited investors; shares are bought and sold on the open market (many are NASDAQ-traded).

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A few minutes with … Alex Mittal, CEO and Co-founder of FundersClub

FundersClub is a new type of venture capital platform, built around a unique online marketplace that allows accredited investors to become equity holders in FundersClub-managed venture funds – which then fund pre-screened, private companies. AIMkts spoke with CEO Alex Mittal about all things FundersClub to get some insight into why they’re industry wave makers right out of the gate, among other things.

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A few minutes with… Ryan Caldbeck, CEO, CircleUp

CircleUp is an equity crowdfunding platform, presently open only to accredited investors, which primarily features existing U.S. consumer products companies. Ryan Caldbeck, CircleUp’s CEO spoke with AIMkts about raising capital, their focus retail and consumer goods and CircleUp’s presence as an investment platform.

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Investing in Farmland

Investing in Farmland

U.S. farm real estate retained its value over the decade 2000 to 2010, despite the housing market’s tumble [see charts below]. In fact, the average value of land and buildings on farms has steadily increased since the late 1980s, with the sole exception of 2009.

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