Financial Poise™ has one mission: to provide reliable plain English business, financial, and legal education to individual investors, entrepreneurs, business owners and executives.
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.
Are You Smarter Than a High School Dropout? Revising the Accredited Investor Definition
The SEC is considering wider access to private offerings. Does net worth equate to financial literacy, or should the accredited investor definition change? Read More
Unicorn Companies are Rare, So Why Do Venture Capitalists Persist?
Three out of four startups backed by venture capital fail, but VC investors continue to search for unicorn companies. What makes or breaks their success? Read More
90 Second Lesson: What is a Hedge Fund?
Hedge funds differ greatly from private equity funds with regard to asset class, compensation, liquidity and other factors. So, what is a hedge fund? Read More
90 Second Lesson: What is the LIBOR Replacement, SOFR?
Manipulated rates and fewer active markets have made LIBOR unsustainable, leading to a LIBOR replacement known as SOFR. Learn how LIBOR and SOFR compare. Read More
What Moves the Needle on Precious Metals Spot Prices?
Market volatility, interest rate cuts and trade tensions have pushed investors towards gold, revealing factors that drive precious metals spot prices. Read More
The Ups and Downs of Residential Real Estate Investments
Residential real estate is abundant and leasing terms are straight forward, but heavy maintenance may fall on the investor. Is residential property for you? Read More
How Reliable Are Private Equity Valuations?
Public information can be scarce due to SEC reporting exemptions, making private equity valuations seem unreliable. Can upgraded guidelines fix it? Read More
Should I Stay or Should I Go? The Financial Planning Process Will Tell If You’re Ready to Exit
George and Gracie want to retire, but selling Gracie’s business may not provide enough income. Here’s what they learn during the financial planning process. Read More
Don’t Get Emotional: The Reason for a Sluggish Average Investor Return
Why does the average investor return lag the S&P 500? Overconfident investor behavior and poor financial advising have led mutual fund investors down a bad path. Read More
Finances in Marriage: 3 C’s to Address Discontent
Even with your life’s partner, money conversations are hard. Communication, collaboration and control are your keys to a harmonious shared future. Read More